Matthew H. Phillips

Matthew H. Phillips is a Principal at Winged Keel Group, a position he has held since 2003 after joining the firm in 1997. He is based in New York, New York, and specializes in structuring, implementing, and servicing life insurance portfolios for ultra-affluent families. His work includes both traditional life insurance as part of estate planning and private placement life insurance for inter-generational investment strategies.12

Professional Background::

• Role: Principal at Winged Keel Group
• Tenure: Joined in 1997; became Principal in 2003
• Specialization: Life insurance portfolio management, risk factors education, and client advisory.13

Speaking Engagements:: Matthew has been a featured speaker at national meetings for organizations like M Financial Group and the Association for Advanced Life Underwriting (AALU), focusing on topics such as estate planning and income tax-efficient investing.14

Education:: He graduated from Bard College with a Bachelor of Arts degree in 1991 and is originally from Larchmont, New York. He currently resides in New Rochelle with his wife and two children.12

Personal Interests:: Outside of his professional life, Matthew enjoys playing golf, ice hockey, and running.1