Philip DeSantis is an accomplished financial services executive with an extensive background in asset management and wealth management. With over 20 years of experience, DeSantis has honed his skills in executive management, strategic marketing, innovation, client portfolio management, and product management, among others.

DeSantis is a highly visionary leader, skilled in developing and executing successful business strategies to drive growth and transformation. He is a champion of investor advocacy, working tirelessly to create positive outcomes for clients and stakeholders. He has also demonstrated his expertise in fintech and digital strategy, leveraging technological advancements to enhance business models and drive sales growth.

DeSantis holds a Bachelor of Science degree in Finance from Arizona State University. He has held leadership roles at various financial institutions, including Westwood Holdings Group, Inc., PNC, UBS, Northern Trust Asset Management, and SEI.