EquityZen is a platform based on twin missions with a single theme: access. Our team is comprised of hard-working, bright people who embody our values and who are excited to build a future with liquidity for all.
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.
Originally from Denver, Phil’s passions lie in golfing and fly fishing. He enjoys all things outdoors and looks forward to traveling the northeast in a pursuit of rivers and fairways. Phil holds FINRA series 7, 63 and 66 licenses.