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Robert Phillips, CFA
VP, Wealth Management at Maxfield Family Office
Robert Phillips, CFA, is the Vice President of Wealth Management at Maxfield Family Office, a position he has held since July 2019. He is based in Lehi, Utah, and has over 500 connections on LinkedIn.
Professional Background
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Maxfield Family Office: As VP of Wealth Management, Phillips is responsible for overseeing wealth management services.
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Younique Products: He also serves as a Senior Director in Corporate Development since August 2016.
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Bardi Co. LLC: Prior to his current roles, Phillips was a Managing Director from April 2013 to July 2016, where he advised on significant acquisitions and capital raises.
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Sony Pictures Entertainment: He worked as a Senior Manager in International TV Strategy and Business Development from February 2008 to March 2013, managing major acquisitions and growth strategies.
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20th Century Fox: Phillips was a Finance Manager from February 2006 to February 2008, where he prepared financial forecasts and managed risk for a large home entertainment business.
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McGladrey Capital Markets: He served as a Senior Analyst from December 2003 to January 2006, focusing on financial analysis and due diligence for M&A engagements.
Education
Phillips holds an MBA in Finance from the University of California, Irvine, and a BS in Biology, as well as an MS in Genetics and Molecular Biology from the University of Hawaii at Manoa.1
