Phil Gorgone
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Profil
Mr. Philip M.
Gorgone is a Managing Director & Senior Investment Consultant at River & Mercantile LLC.
He is responsible for managing the US Investment Team, which includes design, management, implementation, and governance of client portfolios.
He also chairs the U.S.
Investment Committee and is a voting member of the Fiduciary Management and Insurance Investment Committees.
Prior to joining the firm in 2006, Mr. Gorgone spent 7 years with John Hancock as a member of the Global Investment Strategy Team, which was responsible for the portfolio management, manager selection and oversight for Hancock’s General Account, 401K, and Pension portfolios.
Prior to Hancock, he worked as a Portfolio Manager/Director of Research with Durkee Capital Advisors and as a Research Analyst with Magna Venture Partners.
Mr. Gorgone received his Bachelor of Business Administration in Finance (Honors) from the University of Massachusetts in Amherst and a Master of Science in Finance from Suffolk University.
He also holds the Chartered Financial Analyst designation.
Ehemalige bekannte Positionen von Phil Gorgone
Unternehmen | Position | Ende |
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John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Corporate Officer/Principal | 31.12.2005 |
Agilis Partners LLC
Agilis Partners LLC Investment ManagersFinance Agilis Partners LLC (Agilis) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 2000 and formerly known as P-Solve LLC and as River & Mercantile LLC. They are a subsidiary of Agilis Holding Co. LLC in Great Britain. Agilis offers a broad range of actuarial and investment solutions to institutional clients, intermediaries, and insurers. | Mitglied des Investmentausschusses | - |
Ausbildung von Phil Gorgone
University of Massachusetts | Undergraduate Degree |
Suffolk University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Agilis Partners LLC
Agilis Partners LLC Investment ManagersFinance Agilis Partners LLC (Agilis) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded in 2000 and formerly known as P-Solve LLC and as River & Mercantile LLC. They are a subsidiary of Agilis Holding Co. LLC in Great Britain. Agilis offers a broad range of actuarial and investment solutions to institutional clients, intermediaries, and insurers. | Finance |
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Finance |