Zach Phipps, Cfa
About Zach Phipps, Cfa
Zach Phipps, CFA, is a fixed income specialist who worked at SEI in Oaks, PA, focusing on portfolio analysis and strategy design.
Company
Zach Phipps worked at SEI Investments in Oaks, PA. SEI Investments is a company known for its innovative investment solutions and comprehensive wealth management services. The company offers a range of services, including investment management, asset management, and private wealth management.
Education and Expertise
Zach Phipps studied for four years from 2006 to 2010. He specializes in fixed income with a specific focus on portfolio analysis and strategy design. His expertise helps in understanding complex market dynamics and developing tailored investment strategies.
Professional Role at SEI Investments
Within SEI Investments, Zach Phipps was responsible for managing and implementing the Goals-Based Investment philosophy. This approach focuses on aligning client investments with their individual financial goals. By leveraging this philosophy, he provided highly customized investment advice to high net worth individuals and families.
Private Wealth Management at SEI Investments
Zach Phipps worked within the Private Wealth Management Unit at SEI Investments. He delivered investment advice alongside a team of subject matter experts, ensuring that clients received comprehensive and highly knowledgeable guidance in managing their wealth.