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Jeff Phillips
Chief Investment Officer at Rehmann Capital Advisory Group LLC
Jeff Phillips active positions
Companies | Position | Start | End |
---|---|---|---|
Rehmann Capital Advisory Group LLC
![]() Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Analyst-Equity | 2004-12-31 | - |
Chief Investment Officer | 2004-12-31 | - | |
Portfolio Manager-Equities | 2004-12-31 | - | |
Chief Executive Officer | 2004-12-31 | 2020-12-31 |
Career history of Jeff Phillips
Former positions of Jeff Phillips
Companies | Position | Start | End |
---|---|---|---|
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | - | - |
Training of Jeff Phillips
Oakland University (Michigan) | Undergraduate Degree |
Walsh College | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Analyst-Equity | 1 |
Sectoral
Consumer Services | 3 |
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Rehmann Capital Advisory Group LLC
![]() Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Finance |
The Ayco Co. LP
![]() The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
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