About Phil
For more than 35 years, Phil has advised clients in Boston and across the country, focusing on investment management and income and estate tax planning.
Prior to joining the firm, Phil was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.
Education and Professional Milestones
-Harvard University - BA in economics
-Columbia University - MBA with concentrations in accounting and finance
-Bentley College Graduate/Masters Program - MST in taxation
-Member, Massachusetts Society of Certified Public Accountants
For more than 35 years, Phil has advised clients in Boston and across the country, focusing on investment management and income and estate tax planning.
Prior to joining the firm, Phil was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.
Education and Professional Milestones
-Harvard University - BA in economics
-Columbia University - MBA with concentrations in accounting and finance
-Bentley College Graduate/Masters Program - MST in taxation
-Member, Massachusetts Society of Certified Public Accountants