Dr. Phillips is a member of the investment committee and is responsible for all of the firm’s investment modeling platforms. He served along with Mr. Cucchiaro on the investment committee for both Windward Investment Management, Inc. and Windhaven Investment Management, Inc. Mr. Phillips’ career spans financial services and engineering/enterprise software companies. He was most recently a Co-founder and Chief Technology Officer for TurnRight Advice Solutions.... (login for more professional bio)