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Phil Olsen

Phil Olsen

Analyst at Clarkston Capital Partners, LLC

Rochester, MI , United States

About

Phil Olsen is an analyst at Clarkston Capital Partners, LLC, based in Rochester, Michigan. In his current role, he focuses on equity analysis, contributing to the firm’s discretionary investment advisory services for institutional investors, pooled vehicles, and individual clients. His investment sectors include finance and consumer services, reflecting Clarkston’s focus areas and client portfolio composition.

Olsen has a substantial career in finance, having previously held positions at Comerica Bank, a major regional financial institution, where he gained experience in commercial, retail, and wealth management banking. He joined Clarkston Capital Partners as an Equity Analyst in 2008 and later became a Corporate Officer/Principal in 2018.

He holds an undergraduate degree in Philosophy from Wabash College. Throughout his career, Olsen has helped enable effective portfolio management and complex trading operations, and he has been commended for his collaborative approach to process improvement and technology integrations within the investment industry.

Career History

OrganizationRoleDate RangeDetails
Clarkston Capital Partners LLCAnalystSep 2009 to Present

Education

Wabash College

BA, Philosophy

1998 2002

Skills & Expertise

Event Planning
Business Strategy
Portfolio Management
Financial Modeling
Microsoft Office
Forecasting
Management
Due Diligence
Investments
Business Development
Asset Management
Microsoft Excel
VBA
Financial Reporting
Valuation
Strategic Planning
Financial Analysis
CRM
Series 7
Equities

Others at Clarkston Capital Partners, LLC (11)

NameRoleLocation
C
Cole Chewins
Research AnalystEast Lansing, MI , United States
D
Daniel Coble
Research AnalystDetroit, MI , United States
Domenic Curtis
Domenic Curtis
AnalystDetroit, MI , United States
Jake Powers
Jake Powers
PartnerDetroit, MI , United States
Jeffrey Shiffra
Jeffrey Shiffra
PartnerScottsdale, AZ , United States
J
Jeremy Modell
Managing PartnerDetroit, MI , United States
J
Jerry Hakala
Partner, Director of ResearchBirmingham, MI , United States
B
Brandon Brooks
Research AnalystRochester, MI , United States
J
Jen Upward
Institutional Reporting AnalystRochester, MI , United States
Salvatore Gianino
Salvatore Gianino
PartnerRochester, MI , United States
Showing 1-10 of 11 team members

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