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Robert Phillips

VP, Wealth Management at Maxfield Family Office
Lehi, Utah, United States
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Robert Phillips

VP, Wealth Management at Maxfield Family Office
Lehi, Utah, United States
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Robert Phillips, a highly accomplished professional with a diverse background in finance and biotechnology, has made significant contributions to the fields of wealth management and biotechnology for over a decade. Armed with a Bachelor of Science degree in Biology from the University of Hawaii and an MBA in Finance from the University of California, Robert continued his studies at the University of Hawaii John A. Burns School of Medicine, earning his Master's in Genetics and Molecular Biology.

Robert honed his skills at major organizations where he held many key positions. Some of his former work experiences include a senior directorship at Younique Products, a managing directorship at Bardi Co. LLC, and 20th Century Fox where he worked in a finance manager capacity. Robert was also a former client associate at Merrill Lynch & Co, where he gained valuable experience in investment banking.

Robert currently serves as the Vice President of Wealth Management at Maxfield Family Office, where he assists high net worth clients in managing and growing their assets. He has also co-founded Consolidated Risk Advisors, where he guided the company's investment strategy and served as its owner.

Robert's extensive background in biotechnology has given him a unique insight into the intersection of science and finance, enabling him to identify new and promising investment opportunities. His passion and expertise make him a respected thought leader in the field of wealth management and biotechnology.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.