David Phillips
About David Phillips
David Phillips serves as the Director of Client Strategy & Research in Risk Analytics and as a Senior Investment Strategist at Russell Investments. He has extensive experience in investment management and strategy, having worked in various roles across multiple organizations since the late 1990s.
Current Role at Russell Investments
David Phillips serves as the Director of Client Strategy & Research, Risk Analytics, and Senior Investment Strategist at Russell Investments. He has held this position since 2011, contributing to the firm for over 13 years in Seattle, WA. In this role, he monitors and evaluates investment manager performance for global pension and 401(k) plans. His responsibilities include preparing agendas and leading quarterly U.S. and Canada Investment Committee meetings, as well as participating in the Investment Committee for the corporation's U.S., German, and Canadian retirement plans.
Professional Experience
Prior to his current role, David Phillips worked at various organizations, including Parametric, where he has been the Director of Liability Driven Investment Strategies since 2019. He also held positions at Russell Investment Group as a Client Executive from 2000 to 2005, and at Celanese Corporation as Director of Asset Management from 2006 to 2008. Earlier in his career, he worked at Hewitt Associates LLC as an Actuary from 1997 to 2000. His experience encompasses managing relationships with external investment managers and conducting due diligence on investment managers across various asset classes.
Education and Academic Background
David Phillips earned his Bachelor of Science degree in Mathematics from the University of Wyoming, where he studied from 1983 to 1986. He furthered his education by obtaining a Master of Science degree in Mathematics from Oregon State University, completing his studies from 1987 to 1989. His academic background in mathematics supports his analytical skills in investment strategy and risk analytics.
Investment Management Expertise
David Phillips has extensive expertise in investment management, particularly in the context of global pension investment. He has led global pension investment activities on approximately $4 billion of assets for a Fortune 500 corporation. His role involves collaborating with Human Resources and Corporate Finance to ensure compliance with regulatory requirements and laws, as well as managing relationships with various financial stakeholders, including investment advisors and custodians.