Philip joined Lowenhaupt Global Advisors Australia in 2014 and has extensive experience in international financial services, with a focus on investment and asset management. Prior to working with LGAA, Phil served as Chief Investment Officer at Katahdin Capital, a firm he founded in 2011.
Phil’s international investment career spans over 30 years, the majority of this was spent with Citigroup in various Asset Management roles and regions across all asset classes. Prior to joining LGAA in 2014, Phil was the Chief Investment Officer for Katahdin Capital, an investment management business established in early 2011 to assist private individuals across key decisions in asset allocation/investing. Prior to establishing Katahdin, Phil was the CIO at NAB Private Wealth. Most recently at Citigroup, he was the Global Investment Strategist with the Citigroup Private Bank in Australia where he advised Ultra High Net Worth families on asset allocation strategies, portfolio construction, opportunistic strategies, and implementation options. A dual citizen of the US and Australia, Phil moved to Australia in 2002 after having spent 7 years working and living in Asia. Prior to moving to Singapore in 1995, he worked in Citigroup’s New York City office.
