![Adam Phillips](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Adam Phillips
Head-Fixed Income Invts bei
Loop Capital Asset Management -TCH LLC
Profil
Mr. Adam M.
Phillips, CFA, is a Co-Head at Loop Capital Asset Management -TCH LLC.
In this role, he has executive responsibilities for running the Fixed Income business and serves as a member of the team’s management and investment committees.
Previously, Mr. Phillips worked at BMO Asset Management as head of its client portfolio management.
Previously, he was also vice president in portfolio management at Spruce Private Investors, a member of the capital markets group at BlackRock and on the investments team at Ivy Asset Management.
He holds a B.A. in economics and anthropology from Emory University.
In addition, he is a CFA charterholder.
Aktive Positionen von Adam Phillips
| Unternehmen | Position | Beginn |
|---|---|---|
Loop Capital Asset Management -TCH LLC
 Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles. | Head-Fixed Income Invts | 01.03.2014 |
Ehemalige bekannte Positionen von Adam Phillips
| Unternehmen | Position | Ende |
|---|---|---|
BlackRock Finance, Inc.
 BlackRock Finance, Inc. Investment ManagersFinance Provides asset and investment advisory & risk management solutions | Corporate Officer/Principal | 01.11.2008 |
Ivy Asset Management LLC
 Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Corporate Officer/Principal | 28.02.2007 |
Spruce Investment Advisors LLC
 Spruce Investment Advisors LLC Investment ManagersFinance Spruce determines investments for managed accounts based upon the client’s investment objectives, risk tolerance, net worth, net income, and various other suitability factors. | Portfolio Manager-Aktien | - |
Ausbildung von Adam Phillips
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
76
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
BlackRock Finance, Inc.
BlackRock Finance, Inc. Investment ManagersFinance Provides asset and investment advisory & risk management solutions | Finance |
Ivy Asset Management LLC
Ivy Asset Management LLC Investment ManagersFinance Ivy Asset Management seeks to deliver significant risk-adjusted returns by investing with highly skilled managers, creating diversified portfolios and carefully monitoring performance. The firm's investment approach focuses on identifying opportunities, recognizing untapped market niches and discovering new, emerging managers around the world. Ivy Asset Management offers global equity long/short, credit and trading strategies. The firm tends to invest in the stocks of US small-cap companies in the producer manufacturing and consumer durables sectors. | Finance |
Loop Capital Asset Management -TCH LLC
Loop Capital Asset Management -TCH LLC Investment ManagersFinance LCAM employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within US fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Spruce Investment Advisors LLC
Spruce Investment Advisors LLC Investment ManagersFinance Spruce determines investments for managed accounts based upon the client’s investment objectives, risk tolerance, net worth, net income, and various other suitability factors. | Finance |
