Member Profile

Phil is the U.S. Director of Investment Policy Services at Hewitt EnnisKnupp. He is a recognized industry expert and is one of a limited number of consultants in the nation that holds both the FSA and CFA designations. He consults on all aspects of retirement plans. His work with clients includes development of pension risk management solutions, implementation of liability-driven investment strategies, evaluation and development of funding strategies, identification of retirement plan design strategies, retirement plan benchmarking, and pension risk benchmarking.