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Profile
Mr. John D.
Phillips, Jr. CFA, is a Senior Portfolio Manager at AllianceBernstein LP.
He joined AllianceBernstein in 1994.
From 1992 to 1993, he was chairman of the Investment Committee and chief equity officer at Investment Advisers, Inc. in Minneapolis.
From 1972 to 1992, he was at State Street Research and Management Co. in Boston, where he progressed from investment research analyst to vice chairman of the Equity Investment Committee.
Mr. Phillips earned a BA from Hamilton College and an MBA from Harvard University, and is a Chartered Financial Analyst.
Former positions of John D. Phillips
| Companies | Position | End |
|---|---|---|
Investment Advisers, Inc.
 Investment Advisers, Inc. Investment ManagersFinance Provides investment and other related financial services | Director of Research - Equity | 1992-12-31 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Analyst-Equity | 1991-12-31 |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies. | Portfolio Manager-Equities | - |
Training of John D. Phillips
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
19
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies. | Finance |
Hamilton College (New York)
 Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Advisers, Inc.
Investment Advisers, Inc. Investment ManagersFinance Provides investment and other related financial services | Finance |
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