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.
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
Phil resides in Getzville with his wife and children and their rescue pitbull, Josie.
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