Perfil
Alex Phillips worked as a Vice President & Senior Research Analyst at Oakwood Capital Management LLC from 2016 to 2021.
Prior to that, he worked as an Analyst at Croft-Leominster, Inc. Mr. Phillips completed his undergraduate degree from Washington & Lee University.
Antiguos cargos conocidos de Alex Phillips.
| Empresas | Cargo | Fin |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Analyst-Equity | 08/07/2021 |
Croft-Leominster, Inc.
 Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Analyst-Equity | - |
Formación de Alex Phillips.
| Washington & Lee University | Undergraduate Degree |
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| Empresas privadas | 2 |
|---|---|
Croft-Leominster, Inc.
Croft-Leominster, Inc. Investment ManagersFinance Founded by Kent Croft and Gordon Croft in 1989, Croft Leominster, Inc. is a registered investment advisor located in Baltimore, Maryland. The firm manages assets for high net-worth individuals, foundations, endowments, pension and profit sharing plans, 401 Ks and traditional and Roth IRAs | Finance |
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
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