Stephen Philip

Stephen Philip is an Investment Consultant and Regional Vice President at Zacks Investment Management in Chicago, Illinois, with over two decades of experience in financial services. In his current role, he works directly with institutional clients, financial professionals, and high-net-worth individuals, providing customized investment solutions leveraging Zacks’ research-driven strategies. His responsibilities include consulting on asset allocation, portfolio construction, and advancing long-term client relationships, with a particular focus on quantitative equities, separately managed accounts (SMAs), and multi-asset investment solutions tailored to client objectives.

Stephen’s area of expertise is in equities and multi-asset investment strategies, utilizing proprietary quantitative models and fundamental research from Zacks Investment Management. He also possesses a strong background in portfolio construction involving mutual funds, ETFs, and retirement plan solutions. Over his career, he has consulted across U.S. large-cap, mid-cap, and small-cap equities, as well as providing guidance on income-generating assets and risk-managed strategies.

Previously, Stephen served as VP, Client Relationship at Bank of America Merrill Lynch, and as a Financial Consultant at Merrill Lynch, further building his credentials in client advisory and relationship management. He holds the Certified Investment Management Analyst (CIMA) designation from the University of Chicago Booth School of Business, supplemented by studies at the University of Southern California, Miami University, and Barrington High School, demonstrating his commitment to ongoing professional development and investment expertise.