Career history of Bob Phillips
Former positions of Bob Phillips
| Companies | Position | Start | End |
|---|---|---|---|
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Chairman | 1989-12-31 | 2008-09-14 |
| Chief Investment Officer | 1989-12-31 | 2008-09-14 | |
| Portfolio Manager-Equities | 1989-12-31 | 2008-09-14 | |
| Portfolio Manager-Fixed Income | 1989-12-31 | 2008-09-14 | |
| President | 1989-12-31 | 2008-09-14 | |
BLB&B Advisors LLC
 BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Portfolio Manager-Equities | 2008-08-31 | - |
| JOHNSON & JOHNSON | Corporate Officer/Principal | - | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - | - |
Training of Bob Phillips
| Indiana University of Pennsylvania | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Chairman | 1 |
Sectoral
| Finance | 4 |
| Health Technology | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| JOHNSON & JOHNSON | Health Technology |
| Private companies | 3 |
|---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Finance |
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