Phil brings over thirty-five years of experience in the financial markets to Elevation. Prior to joining Elevation Securities in 2022, Phil was Managing Director of Institutional Equities Trading at Janney Montgomery. Phil began his career at Lehman Brothers as an equity trader and became Managing Director/Head of Financial Sector Trading, a role he held subsequently at Bear Stearns, J.P. Morgan, and Janney. Phil attended Princeton University and Columbia School of Business and holds his FINRA Series 7, 55, and 63 licenses.
Phil enjoys, golf, reading, hiking and spending time with his 3 children and his dog Cody.
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