Phil is Chairman and CEO of Willow Street and its affiliates. He joined the board of Willow Street in 2016, taking on the role of CEO in 2018. He is Chairman of Crestbridge Fiduciary, a strategic venture between Willow Street and Crestbridge Family Office Services providing multijurisdictional fiduciary, governance, and administrative services. Phil also serves on the Board of Directors of Laurel Trust Company, a Nevada chartered trust company wholly owned by Pathstone. Phil has deep expertise in financial services regulation, risk management, operations, and corporate governance derived from his over 40 years of professional experience.
Prior to Willow Street, Phil was Executive Vice President and Chief Administrative Officer at CA Technologies, Inc., a $4.4B annual revenue software company (acquired by Broadcom). He had global accountability for human resources, information technology, risk management, internal control, corporate real estate, government relations, and other functions. He served on the company’s Investment Committee and chaired its Global Information Security Council. While at CA, Phil advised the World Economic Forum on its initial development of global cyber resiliency principles.
Earlier, Phil was Director of Business Risk at Deloitte & Touche, serving as a member of Deloitte’s Governance, Regulatory, and Risk Strategies Leadership Council. He worked with several of the firm’s largest US financial services industry clients, leading engagements focused on enhancing governance, risk management, regulatory compliance, and addressing significant SEC, FINRA, and other regulatory matters.
Phil joined Deloitte after serving in several senior management roles over a 20-year period at Prudential Financial, Inc., including Chief Risk Officer of the company’s institutional division (retirement, group insurance, and real estate businesses), Chief Compliance Officer of its US insurance business, and interim head of the group insurance business. Phil began his Prudential career as Director of Mutual Fund Research.
Phil earned a BS, summa cum laude, from Western Michigan University and an MS from Cornell University. He represents the Wyoming trust industry on the State Banking Board, as appointed by Governor Mark Gordon. Raised in Michigan, he spent most of his career in the New York metro area and now resides full time in Jackson Hole.
