Client Service Specialist
Phillip began his career in wealth management in 2016 as an investment specialist at Merrill Edge. After Merrill Edge, Phillip worked at Ayco as a financial analyst. Prior to joining Mercer Advisors in September 2019, he worked as a client service associate for CIBC Private Wealth Management, helping the advisor team prepare for client meetings. Phillip was born and raised in Chicago and graduated from DePaul University in 2016 with a Bachelor's degree in finance, and recently moved to Denver with his wife. He passed the CFA Level 1 Exam in June 2019. Phillip is a big sports fan, is fluent in Polish, and enjoys spending time outdoors with his wife, dog, and horse.