Sean Phillips, CFA

Sean adds a strong background of portfolio management, investment research and trading expertise to
the Investment Committee. Sean received a bachelor’s degree in Accounting and Finance from Drake
University. His background includes five years of experience spearheading asset allocation efforts in
addition to the design and ongoing rebalancing of portfolios relative to established risk/return
objectives, constraints and tax considerations. During this time he worked extensively in investment due
diligence, contributing toward the Investment Committee mandate to research new investment
opportunities and monitor the performance of model funds relative to established due diligence criteria
appropriate for the asset class under review.

Sean is also a subject matter expert in financial technology, working to review and incorporate new
technologies to enhance investment management processes. focusing on investment research
databases, classification and performance reporting systems, and trade execution systems. Sean is a
proponent of Modern Portfolio Theory and views fundamental, bottom-up investment research with an
emphasis on balance sheet, income statement, and discounted cash flow analysis as key foundational
components of investment research.

*Part of Financial Integrators