Phil joined First National Corporation in 2008 as an Investment Advisor Representative to establish a business that delivers an unparalleled investment approach to clients.
Prior to joining First National Corporation, he served as a Financial Advisor with Smith Barney helping business owners and individuals design, execute, and monitor investment and financial strategies.
His previous 40 years of investment experience included a Managing Director position with P. Schoenfeld Asset Management, a privately held investment firm in New York where he helped launch the founding of the firm’s event-driven investment strategy and led the successful growth of assets under management. Prior to PSAM, he was a Vice President of Alliance Capital Management L.P. and Executive Vice President of Alliance Capital Management Global Derivatives Corporation. He helped create inventive investment management solutions for major institutional investors. Prior to Alliance, he was a Vice President of Salomon Brothers Inc. His contributions included working with institutional investors such as major pension funds and governmental entities to devise strategies to reduce the cost of their debt and the cost of funding their liabilities.
Phil started his career as a commercial banker which led to his position as an Assistant Vice President with the Federal Reserve Bank of Chicago prior to joining Salomon Brothers.
Phil is a Certified Financial Planner™, CFP®. He holds an MBA in finance and a Bachelor of Science in psychology from the University of Detroit. He also is a graduate of the University of Wisconsin Graduate School of Banking. Phil is member of the Financial Planning Association (FPA), and he serves on the board of two charitable organizations.