Phil Beckner Portfolio Manager CFA®, CAIA® West Financial Services

Phil Beckner, CFA®, CAIA®

Portfolio Manager

Phil holds a BS in Aerospace Engineering from the University of Maryland College Park. His primary responsibilities include portfolio review and analysis. Prior to joining West Financial Services in May 2016, Phil served as analyst at a Baltimore area private equity firm. He began his career as an engineer at the NASA Goddard Spaceflight Center.

Professional Affiliations/Memberships
Member of the national and Washington, DC chapters of the CFA Institute and a full member of the Chartered Alternative Investment Analyst Association® of Washington, DC.