Chief Operating Officer
Phillip joined Compass in 2016 and, in his role as Chief Operating Officer, is responsible for overseeing the firm’s operations and contributing to its strategic direction. He plays a vital role in driving initiatives that foster growth, operational excellence, and long-term success.
Before joining Compass, Phillip spent 13 years at Merrill Lynch, where he served as Director of the Alternative Investments Division at Bank of America Merrill Lynch in New York. In this role, he led a team specializing in business analytics, portfolio analysis, and sales strategy development. Phillip holds a Bachelor of Science degree from Penn State University and has earned the Chartered Alternative Investment Analyst (CAIA) designation.
Outside of his professional life, Phillip stays deeply engaged in both family and community. He finds great fulfillment in coaching his daughter’s youth softball team and serving as a board member of the CFA Society of Minnesota, where he leads as chair of the Membership Committee. A passionate traveler, Phillip loves to explore new destinations with his family, immersing themselves in cultures through food and wine. These personal experiences, along with his dedication to family and professional development, provide him with fresh insights and a broad perspective that enhance his work at Compass.