Fernando PhillipLead Director/Tax Consultant

KEY EXPERIENCE AND QUALIFICATIONS

  • Audit and financial expertise, corporate governance and leadership:Leverages prior service on the board of directors and the audit and finance committees of other private financial firms and service on the boards of directors and audit, finance and other committees of not-for-profit entities
  • Financial services industry: Experience gained through his role as operating partner through other industry experience
  • Knowledge about our firm, including our fixed income business, and an understanding of the risks we face: Utilizes his previous tenure at Apex Capital Management Ltd

Tax laws and regulations are some of the most complicated and infuriating parts of the financial industry. Which is why we are lucky to have Him as our head tax consultant. He is the master of the tax domain, and knows as much about taxes as humanly possible.

LOOKING FOR A FINANCIAL OR PRIVATE WEALTH ADVISOR?