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Phillip CFA

Director/Portfolio Manager @ MassMutual - Investment Management

Head of Direct Private Investments at MassMutual

Hartford, Connecticut Area

Ranked #80 out of 1,592 for Director/Portfolio Manager in Connecticut

Section title

Phillip CFA's Email Addresses & Phone Numbers

Phillip CFA's Work Experience

MassMutual - Investment Management

Director/Portfolio Manager

June 2015 to Present

Boston College Alumni Association - Greater Hartford Chapter

Chapter President

January 2012 to Present

Hartford, Connecticut Area

Hartford Area Habitat for Humanity

Treasurer, Board of Directors

February 2012 to Present

Hartford, Connecticut Area

Phillip CFA's Education

The University of Connecticut School of Law

JD Corporate Law

2007 to 2011

The University of Connecticut School of Business

MBA Finance

2008 to 2011

Boston College

BS Finance Marketing HR Studies

2003 to 2007

Phillip CFA's Professional Skills Radar Chart

Based on our findings, Phillip CFA is ...

Calm under pressure
Self-reliant
Reserved

What's on Phillip CFA's mind?

Based on our findings, Phillip CFA is ...

56% Left Brained
44% Right Brained

Phillip CFA's Estimated Salary Range

About Phillip CFA's Current Company

MassMutual - Investment Management

Frequently Asked Questions about Phillip CFA

What company does Phillip CFA work for?

Phillip CFA works for MassMutual - Investment Management


What is Phillip CFA's role at MassMutual - Investment Management?

Phillip CFA is Director/Portfolio Manager


What is Phillip CFA's personal email address?

Phillip CFA's personal email address is p****[email protected]


What is Phillip CFA's business email address?

Phillip CFA's business email address is t****[email protected]


What is Phillip CFA's Phone Number?

Phillip CFA's phone (203) ***-*374


What industry does Phillip CFA work in?

Phillip CFA works in the Financial Services industry.


Who are Phillip CFA's colleagues?

Phillip CFA's colleagues are Anthony Conti, Diana Schneider, Srinivas Katta, David Vallerga, Jessica Huang, Mber Hui, Krithick Krishnagiri, Sara Gladu, Robin Youmans, and Beth Neas


About Phillip CFA

📖 Summary

Throughout my experience, I have enjoyed identifying and examining issues that institutional investment portfolios are facing, which can be overcome through diligent research and creativity. I have found that sound investments come down broadly to examining and considering asset/liability dynamics holistically. This can be seen in corporate pension ALM studies, long/short equity hedge funds, and insurance company general account portfolios, for example. This approach has led me to working with alternative asset classes, specifically building hedge funds and private equity allocations, that serve a specific identifiable purpose and fulfill a role in a portfolio that was previously missing.Director/Portfolio Manager @ From June 2015 to Present (7 months) Chapter President @ Role includes networking with alumni, planning and executing approximately eight local events annually, maintaining the chapter budget, and being a liason to Boston College from our chapter. From January 2012 to Present (4 years) Hartford, Connecticut AreaTreasurer, Board of Directors @ Treasurer, Board of Directors, Finance Committee Chair for local affiliate of Habitat for Humanity. From February 2012 to Present (3 years 11 months) Hartford, Connecticut AreaAsst. Vice President, Hedge Fund Investments @ One of a four person investment team responsible for managing a $2.3 billion portfolio of hedge fund investments across 25 managers and six sub-strategies. Awards/Recognition: - Named a 2014 Rising Star in the investments industry by Institutional Investor and Investor Intelligence. - Won "Best Absolute Return" award in 2013 PIMCO Institute trading competition. - Received the Chairman's Award, the highest honor given at The Hartford, as part of hedge fund team efforts. - Published two research white papers, "The Efficient Use of Hedge Funds in a Multi-Asset Portfolio" (June 2013) and "Asset Allocation Decisions Through a Monetary Cycle Perspective" (October 2014). - Spoken on several panels on a variety of topics at industry conferences. I have worked on over 35 completed new hedge fund investments from start to finish, including statistical impact analysis, extensive due diligence, and legal structuring. In the process, I have reviewed or met with well over several hundred hedge fund prospects through various sourcing channels. Hedge fund strategies that I cover: Global Macro, Long/Short Equity, Relative Value Credit and Emerging Markets. Software/tools proficient in: PerTrac Analytics; Bloomberg; RiskMetrics InterSight; HedgeMark risk platform; Preqin®; a proprietary due diligence database using Lotus Notes; a proprietary hedge fund tracking database in Access; Excel; Powerpoint; Publisher. From July 2011 to June 2015 (4 years) Summer Associate, Alternative Investments @ From May 2010 to June 2011 (1 year 2 months) Greater New York City AreaPension Investments Analyst @ • Worked on a $1 Billion private equity portfolio, consisting of over 80 partnership interests and 900 companies at the underlying investment fund level. • Evaluated potential private equity and hedge fund firms, negotiated secondary market deals, and met with private equity fund managers to evaluate fund performance. • Compiled and computed analytics for fixed income investments, as well as assisted on evaluating and selecting fixed income managers for a successful LDI strategy. Strategy was implemented in 2008 through 2009, and helped greatly reduce funded status volatility. • Researched Defined Contribution and Stable Value Fund options, as well as Guaranteed Insurance Contract wrap providers and money managers. From September 2008 to August 2009 (1 year) Hartford, Connecticut AreaSummer Associate @ As a Summer Associate, I conducted in-depth research for the 2008 Supplement on labor and employment law developments, such as the ADA and ADEA. I was acknowledged for my research contribution in the 2008 Supplement of Connecticut Labor and Employment Law, authored by Attorney Peter Janus of Siegel, O’Connor, O’Donnell, & Beck. From March 2008 to August 2008 (6 months) Hartford, Connecticut AreaJD, Corporate Law @ The University of Connecticut School of Law From 2007 to 2011 MBA, Finance @ The University of Connecticut School of Business From 2008 to 2011 BS, Finance, Marketing, HR Studies @ Boston College From 2003 to 2007 Phillip CFA is skilled in: Hedge Funds, Investments, Fixed Income, Portfolio Management, Private Equity, Investment Management, Trading, Financial Modeling, Pensions


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In a nutshell

Phillip CFA's Personality Type

Introversion (I), Intuition (N), Thinking (T), Judging (J)

Average Tenure

2 year(s), 2 month(s)

Phillip CFA's Willingness to Change Jobs

Unlikely

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