EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.
At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.
Financial advice is in greater demand, but its definition is evolving rapidly. A clear opportunity exists for providers to re-define its value in a way that better meets client needs.
Phil is a Senior Manager in EY’s Wealth & Asset Management Consulting practice. He has over 10 years of experience assisting leading global wealth and asset management firms in business and technology transformations that target growth, reduce costs and improve process efficiencies. He has worked closely with firms to identify new markets for growth, enhance experiences for clients and advisors and improve a variety of internal processes and functions.
Phil has an MBA from Columbia University and a B.S. in Finance from New York University.
How Phil is building a better working world
Phil is helping wealth management firms improve how they deliver financial advice to meet changing client expectations and needs. He is leading a series of research and innovation initiatives to challenge the definition of financial advice and identify new ways to provide services that better promote financial well-being and independence.