Phil is the firm’s Portfolio Analyst and Chief Compliance Officer. He chairs the Compliance Committee and is responsible for the development and enforcement of the firm’s regulatory compliance policies. He is a member of the Investment Committee and is responsible for conducting investment research, developing and maintaining the Dynamic Contrarian Portfolio Strategy™, and supporting advisors with investment and portfolio issues. He is a Level II Candidate in the Chartered Financial Analyst program.
Phil is an alumnus of the University of Pennsylvania. Prior to joining TGS in 2010, he worked as a test prep teacher, completed an internship with a mortgage lending firm, and spent one summer teaching in Central Asia.
Born and raised in Warsaw, Indiana, Phil now lives in Downingtown with his wife, Lydia, an attorney and fellow Penn graduate, and their two children. Phil is an elder and a member of the Finance Committee at Leverington Presbyterian Church. In his spare time, he enjoys camping, playing soccer and chess, and cheering for Manchester United and the Indianapolis Colts.