Client and Corporate Services

Biography

Phil is a Senior Principal in the New York office and a senior member of the Cerity Partners OCIO Accounting and Operations Team.

Before joining Cerity Partners, Phil held a similar position as a Managing Director at Agility. Prior to Agility, Phil worked at Starwood Capital Group within the Operations and Accounting group for their REIT business. Previously, Phil worked at Sandelman Partners, LP, where he was responsible for various aspects of financial and management reporting. Phil gained public accounting experience at Ernst & Young LLP in the Asset Management group, where he covered clients, including hedge funds, mutual funds, and private equity funds.

Education

  • B.S. in Business Administration with concentrations in Accounting and Finance from the University at Buffalo

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