Phil focuses on manager research for event-driven and relative value investment strategies. He is also a member of the firm’s Portfolio Management Group. Prior to joining Meridian, he served as a financial consultant with RBC Dain Rauscher. Phil also held investment banking and asset management positions with Morgan Stanley, Cowen & Co. and Raymond James& Associates, and began his career with First Albany. He is a graduate of Harvard University and received an M.A. degree in Economics from The University of Kent at Canterbury in England and an M.S. degree in Management from Rensselaer Polytechnic Institute.