Profil
Alex Phillips worked as a Vice President & Senior Research Analyst at Oakwood Capital Management LLC from 2016 to 2021.
Prior to that, he worked as an Analyst at Croft-Leominster, Inc. Mr. Phillips completed his undergraduate degree from Washington & Lee University.
Ehemalige bekannte Positionen von Alex Phillips
| Unternehmen | Position | Ende |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Analyst-Equity | 08.07.2021 |
Croft-Leominster, Inc.
 Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Analyst-Equity | - |
Ausbildung von Alex Phillips
| Washington & Lee University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Croft-Leominster, Inc.
Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Finance |
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
