Phil has been a member of the Sanderson team since 2014. As a Financial Analyst, he provides support to our wealth managers, prepares client reports, and executes trades. In addition, Phil is a member of our investment committee and assists in the preparation of investment research.
Phil is a 2019 Level III CFA Candidate and a Notary Public.
Experience and credentials.
- 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
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.