Philip Palmer

Philip B. Palmer is Principal at Chatham Capital Group, Inc., an independent fiduciary investment advisory and wealth management firm headquartered in Savannah, Georgia. Since joining the firm in 1998, Palmer has been responsible for investment strategy and portfolio management, serving a diverse client base including high net worth individuals, families, institutional entities, and charitable organizations.

His areas of investment focus include developing strategies across multiple asset classes, with a particular emphasis on small-cap equities and identifying undervalued opportunities in select sectors. He oversees funds such as the Chatham Small Cap Investment Group Trust and Chatham Balanced Investment Group Trust, integrating comprehensive research and a long-term philosophy to deliver client-specific solutions.

Prior to joining Chatham Capital Group, Palmer managed investment portfolios for the Rockefeller family and other prominent high net worth families from 1991 to 1998. He holds a Bachelor’s degree from Yale University and an MBA from the University of Michigan, as well as the Chartered Financial Analyst (CFA®) designation, which underscores his expertise in wealth management and asset allocation. Palmer is recognized for his ability to distill complex financial situations into actionable investment frameworks and for his commitment to continuous professional development and client education.