David Philipp, Cfa, C AI A
About David Philipp, Cfa, C AI A
David Philipp, CFA, CAIA, is a Partner at Crestline and Senior Portfolio Manager of the Portfolio Financing Fund, with over 27 years of experience in investment banking and alternative investments.
David Philipp Partner at Crestline
David Philipp is a Partner at Crestline and has been with the company since 2013. Holding senior roles within the firm, he is integral to the firm's Fund Liquidity Solutions. In addition to his partnership role, he serves as a Senior Portfolio Manager of the Portfolio Financing Fund. His extensive experience and strategic insight make him a valuable asset to the company's operations and future growth.
Investment Experience and Expertise
David Philipp brings over 27 years of experience in investment banking and alternative investments to his current role at Crestline. Earlier in his career, he spent a significant amount of time at prestigious firms such as Merrill Lynch, Deutsche Bank, and Credit Suisse. During his 12-year tenure at these institutions, he focused on providing structured financing strategies for alternative investment managers. His broad expertise encompasses various aspects of investment management, making him well-versed in the complexities of the financial market.
Co-Founder of Family-Owned Investment Firms
David Philipp has co-founded and managed several family-owned investment and advisory firms, which have holdings and operations globally. This entrepreneurial background has allowed him to develop a deep understanding of both the strategic and operational aspects of investment management. His international experience further enhances his perspective in navigating the global investment landscape.
Educational Background and Professional Qualifications
David Philipp graduated Summa Cum Laude from the University of Colorado, demonstrating his academic excellence. He is a CFA Charterholder and also holds the CAIA designation. In addition to his academic and professional qualifications, he is a member of the Security Analysts of San Francisco. These credentials underscore his expertise and dedication to the field of investment management.
Member of Crestline’s ESG Committee
David Philipp is a member of Crestline’s ESG Committee, contributing to the firm's efforts to implement and promote sustainable investment practices. His role on this committee reflects his commitment to environmental, social, and governance (ESG) criteria in investment strategies. This involvement highlights his dedication to responsible investing, aligning financial performance with broader societal goals.