Phil is currently the Chief Investment Officer for Katahdin Capital, an investment management business established in early 2012 to assist private individuals across key decisions in asset allocation/investing.
As Chief Investment Officer, Phil has overall responsibility for the leadership, management, and planning of investment research and solutions at Katahdin. Prior to establishing Katahdin, Phil was the CIO at NAB Private Wealth where he chaired the Investment Strategy Committee and had overall investment responsibility for NAB Private Wealth clients. Phil also chaired the NAB Margin Lending Approved Product Committee and was a member of the MLC Approved Products and Investments Committee.
Phil’s background involves extensive experience working within both the institutional and UHNW client set, with specific expertise in asset allocation strategies, portfolio construction, opportunistic strategies, and risk management frameworks for individuals.
Phil’s international investment career spans 25 years, the majority of this was spent with Citigroup in various Asset Management roles and regions across all asset classes. Most recently at Citigroup, he was the Global Investment Strategist with the Citigroup Private Bank in Australia where he advised Ultra High Net Worth families on asset allocation strategies, portfolio construction, opportunistic strategies, and implementation options. Prior to this role, he was the SIO for Fixed Income & FX at Citigroup Asset Management in Singapore.
An American, Phil moved to Australia in 2002 after having spent 7 years working and living in Asia. Prior to moving to Singapore in 1995 to help establish Citigroup’s discretionary capabilities within Fixed Income, he worked in New York in various Asset Management roles including balanced portfolio management and equity research.
Phil has a BA in Economics from the University of Vermont and is a Chartered Financial Analyst and member of the CFA Institute and CFA Society of Sydney.
Phil lives in Sydney with his wife Brenda and their 4 young children.