Philip Bickel, CFA
Vice President at Fiera Capital- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York, US
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Experience
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Fiera Capital
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Canada
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Financial Services
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400 - 500 Employee
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Vice President
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Jul 2020 - Present
New York, New York, United States
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Wilmington Trust
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United States
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Financial Services
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700 & Above Employee
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Vice President - Portfolio Manager
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Jan 2019 - Jul 2020
New York, New York, United States Manage multi-asset class portfolios for institutional clients, including endowments and foundations, pension plans, and corporations Assist clients in developing investment policy statements, setting risk objectives and sustainable spending policies
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Investment Planning Advisor
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Jan 2017 - Jan 2019
New York, New York, United States Developed customized investment plans for complex HNW clients based on their unique objectives, risk tolerance, and liquidity needs Designed portfolios around concentrated and low basis holdings, including closely held businesses
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Sr. Investment Associate
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Oct 2015 - Jan 2017
Washington, District of Columbia, United States
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T. Rowe Price
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst II
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Jan 2014 - Sep 2015
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Financial Analyst
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Aug 2011 - Jan 2014
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Education
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2007 - 2011
Wake Forest University
BS, Finance
Community
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