About

For 13 years Phil was responsible for the Chartered Advisor of Philanthropy Program at The American College. He now serves as a Professor of Practice at the College in support of GS 859: Gift Planning in a Nonprofit Context.

Before joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.

Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.

Phil was inducted in 2022 into the Charitable Gift Planners Hall of Fame. Earlier, he was honored with the Fithian Leadership award by Advisors in Philanthropy. He also has been recognized with the “Power of the Purse” award (Advisor category) from Texas Women’s Foundation.  He serves on the Planning Giving Board for The Jimmy and Rosalind Carter Foundation. He has served on the Board of National Association of Estate Planners and Councils. And he is a member of The Leadership Institute of CGP.