Phil joined the Sanderson team in 2014 and has contributed to the firm in a multitude of ways including managing client relationships, mentoring new employees, and holding a senior member position on the Investment Committee.
His decade of experience is rooted in the banking industry and as a trader/research associate at WNY Asset Management, LLC. As a Financial Advisor at Sanderson, Phil collaborates on client portfolios and spearheads alternative investment opportunities. Phil is a Chartered Financial Analyst (CFA) and a Notary Public. As a SUNY Fredonia alum, Phil graduated magna cum laude with a Bachelor of Science degree in business finance.
Phil is heavily involved with the Office Administration team for the firm’s charitable activities and staff events. Outside of Sanderson, he serves as a member of the CFA Institute, the CFA Society of Buffalo, and Vistage Emerging Leaders.
Phil resides in Getzville with his wife and children and their rescue pitbull, Josie.
PHIL ADVISES CLIENTS ON:
Experience and credentials.
- Chartered Financial Analyst® (CFA®)
- Trader/Research Associate | WNY Asset Management, LLC
- Loan Delivery Specialist | M&T Bank
- Member of the CFA Institute and CFA Society of Buffalo
- BS in Business Finance, magna cum laude | SUNY Fredonia
A native of Rochester, NY, Phil resides in Williamsville with his wife, Jessica. Both he and Jessica are animal lovers and have a rescue dog and adopted cat.
Phil credits his leadership skills to growing up as the oldest son of seven children in his family.
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