Phil Kligman
Portfolio Manager-Aktien bei University of Pennsylvania (Investment)
Profil
Mr. Phil Kligman, CFA MBA, is a Managing Director at University of Pennsylvania.
He joined Penn’s Office of Investments in 2007 and manages the public equities and fixed income investment programs for the University's endowment and pension plans.
Prior to joining Penn, he worked at T.
Rowe Price for eight years in the fixed income division as a trader and analyst.
He worked primarily on the municipal trading desk, helping manage several retail mutual funds and large separate accounts.
From 1996 to 1999, he worked for Duke Management Company as an investment analyst across asset classes.
He holds a BA from Duke University and an MBA from University of Maryland.
Phil is a CFA charterholder.
Aktive Positionen von Phil Kligman
| Unternehmen | Position | Beginn |
|---|---|---|
University of Pennsylvania (Investment)
 University of Pennsylvania (Investment) Investment Trusts/Mutual FundsMiscellaneous University of Pennsylvania (Investment) (dba Penn Office of Investments) is the investment organization of University of Pennsylvania, a private Ivy League research university headquartered in Philadelphia, Pennsylvania. The Penn Office of Investments is responsible for investing the University’s endowment and pension assets. The endowment is comprised of individual endowment funds benefiting the University’s schools, centers, and the University of Pennsylvania Health System. | Portfolio Manager-Aktien | 01.01.2007 |
Ehemalige bekannte Positionen von Phil Kligman
| Unternehmen | Position | Ende |
|---|---|---|
DUMAC, Inc.
 DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke. | Corporate Officer/Principal | - |
Ausbildung von Phil Kligman
| Duke University | Undergraduate Degree |
| University of Maryland | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Pennsylvania (Investment)
University of Pennsylvania (Investment) Investment Trusts/Mutual FundsMiscellaneous University of Pennsylvania (Investment) (dba Penn Office of Investments) is the investment organization of University of Pennsylvania, a private Ivy League research university headquartered in Philadelphia, Pennsylvania. The Penn Office of Investments is responsible for investing the University’s endowment and pension assets. The endowment is comprised of individual endowment funds benefiting the University’s schools, centers, and the University of Pennsylvania Health System. | Miscellaneous |
DUMAC, Inc.
DUMAC, Inc. Investment ManagersFinance DUMAC, Inc. is the investment arm of Duke University, a private research university headquartered in Durham, North Carolina. Founded in 1989, the firm manages Duke University’s endowment assets. In addition to managing Duke’s endowment, DUMAC also manages the university’s defined benefit pension plan assets, Duke University Health System’s investments, and much of the university’s working capital. DUMAC also manages the assets of The Duke Endowment, the private charitable trust established by Duke University’s founder, James B. Duke. | Finance |
