As a co-founder of FiduciaryVest LLC, and partner, Philly counsels qualified and non-qualified plan sponsors in investment advisory and fiduciary support services, often serving clients in a co-fiduciary capacity. His insight developed over two decades of experience in qualified and non-qualified plans sets the tone for the service to sponsors and trustees, which is independent, balanced, and personal.
Previously, Philly was a Vice President at Clark Consulting’s Human Capital Practice, where he managed the Atlanta office of Clark Consulting’s SEC-registered investment advisory subsidiary. During the six previous years at Arthur Andersen, Philly led the Defined Contribution unit of Andersen’s Institutional Investment Consulting Practice.
A critical thinker, Philly publishes trade articles and frequently speaks on topics such as “Managing Fiduciary Responsibility.”
Philly is a Summa Cum Laude graduate of Furman University with a degree in Mathematics. While attending Furman, he also played football as a quarterback and the team captain. To this day, he pays it forward as a football and baseball coach in youth sports and as an Elementary Sunday School teacher, which his five children enjoy. Philly and his wife, Denise, founded and manage Reclaiming Hearts Ministries, a non-profit organization helping men and women on their spiritual journey.