"Our people make us great."
As an Investment Analyst at Phillips and Company, Robert is responsible for the management and reporting of portfolios, the weekly market commentary, client education, and Family Office support and research.
He’s been on the “buy” side of financial services since 2014; prior to that he worked in client relations and film finance in the movie business in Los Angeles.
He loves all genres of movies, but some of his favorites include Wall Street, Boiler Room, The Big Short, and The Internship. He enjoys the Portland food scene, and loves drinking and collecting wine and Scotch – his favorite is Islay Single Malt Ardbeg Perpetuum.
In his spare time, when he’s not preparing for the CFA exams (Chartered Financial Analyst), he’s playing golf or tennis and spending time with his girlfriend. He’s also an active member of the Portland Chapter Security Traders Association.
Rob attended Linfield College in McMinnville, Oregon and has a Bachelor’s of Science in Accounting. He also holds FINRA® license Series 7 and 66, and has his Life and Health Insurance License for Oregon.