Janell Phillips

Senior Vice President at Ipswich Investment Management Co., Inc.

Janell Phillips

Janell Phillips

Senior Vice President at Ipswich Investment Management Co., Inc.

Overview
RelSci Relationships

987

Contact Data
Trying to get in touch with Janell Phillips? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Janell Phillips likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman, Chief Investment Officer at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Managing Director at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Operating Officer at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

Managing Director at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

Senior Vice President at Ipswich Investment Management Co., Inc.

Relationship likelihood: Strong

Managing Director, Member at Boston Financial Management LLC

Relationship likelihood: Average

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Average

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Average

Managing Director & Portfolio Manager at Boston Financial Management LLC

Relationship likelihood: Average

Paths to Janell Phillips
Potential Connections via
Relationship Science
You
Janell Phillips
Senior Vice President at Ipswich Investment Management Co., Inc.
Education
Bachelor's in Music

DePauw University in Greencastle, Indiana, USA, is a private, national liberal arts college and School of Music with an enrollment of approximately 2,400 students. The school has a Methodist heritage and was originally known as Indiana Asbury University. DePauw is a member of both the Great Lakes Colleges Association and the North Coast Athletic Conference. The Society of Professional Journalists was founded at DePauw. DePauw is home to both the first modern-day sorority and the two longest continuously-running fraternities in the world.

Master of Music

Indiana University is a major multi-campus public research institution, grounded in the liberal arts and sciences, and a world leader in professional, medical, and technological education. Indiana University’s mission is to provide broad access to undergraduate, graduate, and continuing education for students throughout Indiana, the United States, and the world, as well as outstanding academic and cultural programs and student services. Indiana University seeks to create dynamic partnerships with the state and local communities in economic, social, and cultural development and to offer leadership in creative solutions for 21st century problems. Indiana University strives to achieve full diversity, and to maintain friendly, collegial, and humane environments, with a strong commitment to academic freedom.

MBA

The Boston University School of Management (SMG) is the business school at Boston University in Boston. Founded in 1913 as the College of Business Administration, the school offers undergraduate and graduate programs. The BU School of Management offers a Bachelor of Science in Business Administration (BSBA), Master of Business Administration (MBA) degree (full- and part-time programs), a Bachelor of Science (BS) in Mathematical Finance, a Master of Science in Investment Management, executive education programs, two Ph.D. programs. Both the undergraduate and graduate programs offer dual degree options with other schools and colleges at Boston University.

Memberships
Member
Current

The Boston Security Analysts Society is a non-profit professional society that has been a point of connection for one of the world's most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues.

Member

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Senior Vice President
2017 - Current

Ipswich Investment Management (IIM) seeks to preserve and enhance their clients' net worth and purchasing power through a combination of income and/or capital appreciation, with the expectation of meeting a client's objectives and appetite for risk. Allocation ratios are based on client objectives, risk tolerance and income requirements. Portfolio structure and asset mix depend on the IIM's perception of the relative value in the fixed-income market, the particular tax circumstances, as well as, the liquidity needs of the client. IIM's equity investment decisions are driven by several factors: global economic forecasts, most favorable sector characteristics and opportunities, and the search/selection for the best in sector equities, those with a demonstrated global business model. In fixed income investments, the firm is opportunistic in identifying undervalued debt opportunities, currently focusing on 5-year average maturity corporate debt rated AA or better and US Treasury TIPS in the 10-20 year maturity range.IIM's investment strategy is derived from their macro-global economic perspective. The key factors used to determine attractive global investment opportunities are foreign trade flows, foreign exchange differentials, labor costs, savings and investment flows, fiscal and monetary policy, regional and/or country demographics and political developments. Their investment decisions are driven by the search for best in sector equities: those with an attractive global business model, valuations and dividend growth that exceed forecasted inflation expectations. IIM seeks to protect their clients' capital with a balanced maturity approach that utilizes long, intermediate and short-term maturities.

Managing Director & Director of Research
2016 - Prior

Boston Financial Management (BFM) generally employs an investment strategy which emphasizes a long term point of view. Securities purchased consist predominantly of investment-grade securities including common and preferred stocks; bonds and notes of corporations, federal, state, and local governments and agencies; mutual funds; and ETFs. Covered call options may be written for client accounts from time to time, as appropriate. BFM does not ordinarily engage in short sales or margin transactions. They generally do not participate in any IPOs or secondary offerings.The firm builds diversified equity portfolios of high-quality companies purchased at that can be purchased at attractive valuations. BFM believes compelling opportunities can be found in both growth and value stocks, and that core portfolios should contain a blend of both. The firm contends that a global perspective is essential in the construction of equity portfolios. They accomplish this by investing in U.S. based corporations that derive a significant portion of their revenue from overseas markets, as well as in ADRs of foreign-based industry leaders. BFM augments their international approach through the select use of actively managed international mutual funds and ETFs that invest in companies headquartered outside the US.BFM's fixed income investment objectives are to generate current income, preserve capital, provide liquidity, and enhance stability in balanced portfolios. Their active approach seeks to anticipate interest rate changes and seek to capitalize on relative value between sectors in consideration of the impact of tax-efficiency. The foundation of BFM's bond portfolio management is the level and direction of interest rates. They build the core bond portfolio with high quality taxable or tax-exempt bonds and then diversify the core with fixed income instruments that augment the income and volatility goals of the portfolio. BFM utilizes a variety of fixed income classes: US Government bonds; US agency bonds; high quality municipal bonds; high quality investment grade corporate bonds; mid-investment grade corporate bonds; and preferred stocks.

Senior Vice President
Prior - 2006

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Janell Phillips. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Janell Phillips's profile does not indicate a business or promotional relationship of any kind between RelSci and Janell Phillips.