Institutional Markets Director
Phil joined EquityZen in 2017 spending 3 1/2 years working with investors before moving to the supply side of the business working with shareholders. Phil’s career began at Fidelity Investments after graduating from the University of Colorado at Boulder with a degree in Finance and Accounting. During his tenure at Fidelity, Phil gained experience on a trading team for the firm’s high-net-worth clients. After this period he transitioned into an advisory role for Strategic Advisors inc., the investment advisor arm for Fidelity Investments.
Phil holds FINRA series 7, 63, 66 and 24 licenses.