Jeffrey Phillips

Chief Executive Officer at Rehmann Capital Advisory Group LLC

Jeffrey Phillips

Jeffrey Phillips

Chief Executive Officer at Rehmann Capital Advisory Group LLC

Biography

Mr. Jeffrey J. Phillips is a Principal & Managing Director at Rehmann Capital Advisory Group LLC. He provides direction to all financial service divisions of Rehmann Financial.Additionally, he serves as Rehmann Financial's chief investment officer. In this role, he manages Firm-wide research efforts and assists advisors and clients with portfolio construction and management. He has over 15 years of financial planning experience. Since he joined Rehmann in 2005, he has provided financial planning services to high net worth clients and corporate executives. During this time, he has focused his efforts on estate planning strategies, education funding, asset allocation structures, corporate benefit plans and not-for-profit entities. He has an in-depth knowledge of deferred compensation and stock option plans that enables him to bring unique solutions to clients involved in such structures, especially at publicly traded companies.Mr. Phillips was previously employed as an Associate Account Manager by The Ayco Co. LP. He received his undergraduate degree from Oakland University (Michigan) and a graduate degree from Walsh College. ^[

Overview
Career Highlights

Rehmann LLC
Rehmann Capital Advisory Group LLC

RelSci Relationships

882

Number of Boards

3

Number of Awards

2

Contact Data
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Relationships
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Principal & Managing Director at Rehmann Capital Advisory Group LLC

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Chief Financial Officer at Rehmann Capital Advisory Group LLC

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Chairman & Chief Executive Officer at Rehmann LLC

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Chief Operations Officer at Rehmann Capital Advisory Group LLC

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Principal, Audit & Assurance at Rehmann Robson & Co.

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President, Rehmann Financial at Rehmann LLC

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Southeast Regional Managing Principal at Rehmann LLC

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Director of Solutions at Rehmann LLC

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Director at Rehmann Capital Advisory Group LLC

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Chief Operating Officer at Rehmann LLC

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Jeffrey Phillips
Chief Executive Officer at Rehmann Capital Advisory Group LLC
Education
MS in Finance
Class of 1999

Walsh College provides relevant business education that integrates theory and application to prepare graduates for successful careers through: faculty who bring meaningful scholarship, academic credentials and professional work experience to the learning process; close ties with the business community; and a supportive environment that inspires student achievement

BBS in Accounting & Finance
Class of 1998

Oakland University is a public university co-founded by Matilda Dodge Wilson and John A. Hannah whose 1,500-acre (6.1 km2) campus is located in central Oakland County, Michigan, United States in the cities of Auburn Hills and Rochester Hills. It is the only major research university in Oakland County, from which OU derives its name. The Carnegie Foundation for the Advancement of Teaching has classified OU as a Doctoral Research University. Oakland University was initially under the banner of Michigan State University. Michigan State University–Oakland, or MSU-O as it was called, opened in 1959 with 570 students and three buildings. In 1963, MSU-O became known as Oakland University.

Memberships
Member
Current

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.

Member
Current

Michigan Association of Certified Public Accountants are the leading statewide professional organization dedicated to promoting and enhancing the value of the CPA profession. They represent Michigan CPAs working in business, education, government and public accounting.

Member
Current

CFA Society Detroit, part of CFA Institute, is an American company located in Saline, MI. The firm operates as a professional membership organization.The company says this about itself: The CFA Society of Detroit was founded in 1948 and consists of investment professionals of the greater Detroit area. As a CFA Institute member society, our society connects members to a global network of investment professionals.

Career History
Chief Investment Officer & Director of Operations
Current

Rehmann LLC provides accounting and business consulting services. The firm provides services to manufacturing, government, nonprofit, wholesale and distribution, real estate, healthcare and financial institutions. The company was founded in 1941 and is headquartered in Troy, MI.

Chief Executive Officer
2009 - Current

Rehmann Capital Advisory Group (RCAG) utilizes a multi-disciplinary team approach that addresses each client's financial, tax, estate, and risk management planning needs. They consider each client's investment objectives, risk tolerance, investment time horizon, account restrictions, and overall financial situation.Some of RCAG's advisors manage their own portfolios. Based on the client's investment objectives, the advisor either constructs a customized portfolio for the client or uses one of the models they have constructed and manage. Portfolios may consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts, and/or other investments.RCAG's in-house investment team constructs and monitors managed asset allocation models for their advisors. These models are diversified across various investment styles and strategies. Portfolios typically consist of mutual funds, ETFs, equities, options, and/or debt securities.Some of the programs RCAG offer use the services of third party money managers as sub-advisors. Through their relationship with Royal Alliances, RCAG can provide access to several programs under their Wealth Management Platform. The three platforms include: the Advisor Managed Portfolios Program (AMPP), the Model Portfolios Program (MPP) and the SMA and UMA Account Program.The AMPP provides comprehensive investment management of assets through the application of asset allocation planning software, as well as execution, clearing and custodial services through Pershing LLC. AMPP provides risk tolerance assessment, efficient frontier plotting, fund profiling and performance data, and portfolio optimization and re-balancing tools. Portfolios consist of mutual funds, ETFs, equities, options, debt securities, variable life, variable annuity sub-accounts and other investments.The MPP offers clients managed asset allocation models of mutual funds, ETFs, or a combination of these, diversified across investment styles and strategies. The asset allocation models are constructed by program managers such as Russell Investment Management Co., SEI Investments Management Corp. and Morningstar Associates LLC.The SMA and UMA Account Program (WMAP) provides clients the opportunity to invest assets across multiple investment strategies and asset classes by implementing an asset allocation strategy. RCAG presents the client with a WMAP asset allocation model which consists of: third party money managers who manage the WMAP account according to a particular equity or fixed income model or strategy, or no-load mutual funds, ETFs, or any combination of these. WMAP investments are managed according to the selected WMAP Model. WMAP investments are held within a separately managed account or a series of separately managed accounts or in one, unified managed account.

Boards & Committees
Commissioner
2000 - 2007
Member, Board of Advisors
Current

Oakland University’s School of Business Administration sustains more than 40 years of educational excellence by remaining relevant to the ever-changing global business environment and providing students a distinctive educational experience that integrates classroom learning with real-world business experience and research. At OU, students find undergraduate and graduate programs centered on integrating theory, leading-edge research and real-world experience to give them a true understanding of how business works, preparing them for immediate success.

Member, Board of Trustees
2000 - 2007
Awards & Honors
CFA (Chartered Financial Analyst)
CPA (Certified Public Accountant)
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