Profile
Mr. John B. Phillips, Jr. MBA, is a Managing Director at BMO Capital Markets.
Prior to joining BMO Capital Markets, he served as a Managing Director at Bentley Securities where he was responsible for originating and executing capital raising transactions and advisory assignments for entrepreneurial consumer products, food and beverage clients, as well as selected financial sponsors.
Previously, he was a Managing Director in PaineWebber’s Consumer Investment Banking Group and held various investment banking positions at Smith Barney, Oppenheimer and Drexel Burnham Lambert.
Mr. Phillips earned an MBA in Finance with honors from Columbia Business School and a Bachelor of Arts in Economics from Colgate University.
John B. Phillips active positions
| Companies | Position | Start |
|---|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 2013-10-14 |
Former positions of John B. Phillips
| Companies | Position | End |
|---|---|---|
Drexel Burnham Lambert, Inc.
Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Bentley Securities Corp.
Bentley Securities Corp. Investment Banks/BrokersFinance Profile Unavailabl | Corporate Officer/Principal | - |
Training of John B. Phillips
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Bentley Securities Corp.
Bentley Securities Corp. Investment Banks/BrokersFinance Profile Unavailabl | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Drexel Burnham Lambert, Inc.
Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Process Industries |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Colgate University
Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
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