Phil Shankweiler

Managing Director

Phil Shankweiler is a Managing Director and Head of RIA Client Solutions, Phil is responsible for RIA platform partnerships, relationship management and fundraising across the US RIA market. Phil, who is based in New York, joined the firm from Starwood Capital Group, where he was Head of RIA and Multi-Family Office Fundraising. Prior to that, he held a series of leadership roles in fundraising at Hartford Funds. Phil holds an MBA from Villanova University and a bachelor’s degree in finance. He is a CFA charterholder and the CAIA PA Chapter Co-Head.