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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clarkston Capital Partners LLC | Analyst | Sep 2009 to Present | — |
Education
Wabash College
BA, Philosophy
1998 — 2002
Skills & Expertise
Others at Clarkston Capital Partners, LLC (11)
| Name | Role | Location |
|---|---|---|
C Cole Chewins | Research Analyst | East Lansing, MI , United States |
D Daniel Coble | Research Analyst | Detroit, MI , United States |
| Analyst | Detroit, MI , United States | |
| Partner | Detroit, MI , United States | |
| Partner | Scottsdale, AZ , United States | |
J Jeremy Modell | Managing Partner | Detroit, MI , United States |
J Jerry Hakala | Partner, Director of Research | Birmingham, MI , United States |
B Brandon Brooks | Research Analyst | Rochester, MI , United States |
J Jen Upward | Institutional Reporting Analyst | Rochester, MI , United States |
| Partner | Rochester, MI , United States |
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|---|---|---|---|
| Chief Investment Officer | Schwartz Investment Counsel Inc. | Detroit, MI , United States | |
| Portfolio Manager and Research Analyst | Schwartz Investment Counsel Inc. | Plymouth, MI , United States |