Phil joined Pugh Capital in 2021 as an Operations Analyst. His core responsibilities include working with custodians on trade processing and settlement and account reconciliation. In addition, he is responsible for performance and client reporting. He also is responsible for optimizing current workflows and creating custom reports for portfolio managers and operations leadership. He is an active member of the firm’s Corporate Contributions Committee assisting in the firm’s non-profit initiatives.
Phil began his career in investment operations at Strategic Income Management, LLC where he supported fund inquiries from portfolio managers, analysts, compliance, and clients. He earned a B.A. in Economics from Western Washington University.