Philip is an Operations Analyst who assists in collecting data from custodians, and investment managers to input into our portfolio system. Prior to joining Inverness in 2019, Philip worked as a Staff Accountant at Kofler, Levenstein, Romanotto L.P., and a Support Specialist at AccountantsWorld LLC, as well as a personal trainer at Fitness 19.

Philip earned a BA in Accounting in 2016 and an MBA in 2018 both from Long Island University – Post.