Phil Beckner

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Consumer Services

Profile

Phillip Beckner formerly worked at West Financial Services, Inc., as Portfolio Manager from 2017 to 2021.
Mr. Beckner received his undergraduate degree from the University of Maryland.

Former positions of Phil Beckner

Companies	Position	End
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Analyst-Equity	01/03/2021

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Private companies	2
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Finance
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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