Profile
Mr. Benjamin J.
Phillips, CFA MBA, is a Managing Partner & Chief Investment Strategist at Savoie Capital LLC.
He has been an institutional investor for over 15 years.
Previously, he was Chief Investment Officer at EventShares, one of the first government policy-based investment firms.
EventShares identified changes in government policy and invested based on actions in Washington D.C.
He was also a founder and Managing Director of the actionable market insights firm, MarketDesk Research.
Prior to founding EventShares, he was with Goldman Sachs Asset Management, where he had portfolio management responsibilities across several multi-sector total return funds.
He has also held senior investing roles at Providence Equity Partners and Lord Abbett.
He is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.
He is actively involved in the community serving on the Board of Directors for Grandma's House of Hope and CFA Society Orange County.
Ben Phillips active positions
| Companies | Position | Start |
|---|---|---|
Savoie Capital LLC
 Savoie Capital LLC Investment ManagersFinance Savoie Capital LLC is based in Chicago, IL. Part of Savoie Capital Holdings LP, Savoie Capital LLC is a company that partners with professional institutional investors and traders to build custom asset allocation plans and portfolios to achieve multi-generational wealth. The company was founded in 2013 by Paul Timothy Savoie. Paul Timothy Savoie has been the CEO since 2013. | Market Strategist | - |
Former positions of Ben Phillips
| Companies | Position | End |
|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Analyst-Equity | 2010-09-30 |
| Active Weighting Advisors LLC (Research) | Analyst-Equity | - |
Active Weighting Advisors LLC
 Active Weighting Advisors LLC Investment ManagersFinance Part of Blackpebble LLC, Active Weighting Advisors LLC is a company that provides investment advice. The company is based in Newport Beach, CA. The company was founded in 2016. Jonathon Scott Clements has been the CEO of the company since 2016. | Chief Investment Officer | - |
Providence Equity Capital Markets LLC
 Providence Equity Capital Markets LLC Investment ManagersFinance Providence Equity Capital Markets LLC (PECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Providence Equity Capital Markets LLC, Rhode Island. The was founded by Jonathan Nelson in 2008. They are a subsidiary of Providence Equity LLC, which is owned by Providence Equity Partners LLC. PECM offers a broad and diverse set of investment opportunities to high-net-worth investors. | Analyst-Equity | - |
Training of Ben Phillips
| University of Missouri | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Finance |
Providence Equity Capital Markets LLC
Providence Equity Capital Markets LLC Investment ManagersFinance Providence Equity Capital Markets LLC (PECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Providence Equity Capital Markets LLC, Rhode Island. The was founded by Jonathan Nelson in 2008. They are a subsidiary of Providence Equity LLC, which is owned by Providence Equity Partners LLC. PECM offers a broad and diverse set of investment opportunities to high-net-worth investors. | Finance |
Active Weighting Advisors LLC
Active Weighting Advisors LLC Investment ManagersFinance Part of Blackpebble LLC, Active Weighting Advisors LLC is a company that provides investment advice. The company is based in Newport Beach, CA. The company was founded in 2016. Jonathon Scott Clements has been the CEO of the company since 2016. | Finance |
| Active Weighting Advisors LLC (Research) | Finance |
Savoie Capital LLC
Savoie Capital LLC Investment ManagersFinance Savoie Capital LLC is based in Chicago, IL. Part of Savoie Capital Holdings LP, Savoie Capital LLC is a company that partners with professional institutional investors and traders to build custom asset allocation plans and portfolios to achieve multi-generational wealth. The company was founded in 2013 by Paul Timothy Savoie. Paul Timothy Savoie has been the CEO since 2013. | Finance |
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