Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Fund Consultant Jumps Firms Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, August 4, 2008

Fund Consultant Jumps Firms

by: Erin Kello

Ben Phillips has left his post as managing director and head of strategic analysis at Jefferies Putnam Lovell and joined Casey Quirk & Associates as partner, director of research.

"This is a great opportunity. Casey Quirk has a sterling reputation," Phillips told the MFWire. He starts at the firm on August 22. A spokesman for Putnam Lovell told the MFWire that Phillips will not be replaced and other members of the team will assume his old duties.

Phillips, who will be based in Boston, is well-known in the fund industry for the white papers he penned. Prior to his stint at Jefferies Putnam Lovell, Phillips was a managing director at Cerulli Associates.






Company Press Release

DARIEN, Connecticut, August 4, 2008 – Casey Quirk & Associates, a management consulting firm advising investment management organizations worldwide, has appointed Benjamin F. Phillips as a Partner - Director of Research.

In his new position, Phillips will manage and expand Casey Quirk’s proprietary industry research operations, overseeing the firm’s well-respected thought leadership publications and white papers. He also will join the firm’s partners in leading consulting assignments for some of the world’s largest asset management operations. Phillips will be based in Boston.

“We are naturally very pleased to have a professional of Ben’s caliber joining us,” said John F. Casey, Casey Quirk’s chairman. “Research continues to be of the highest priority to our firm and Ben is a proven industry thought leader who will be a strong addition to our team.”

Prior to joining Casey Quirk, Phillips served as managing director and head of strategic analysis for Jefferies Putnam Lovell, the financial services group of Jefferies & Co., a full-service investment bank. At Putnam Lovell, Phillips advised fund management executives worldwide on strategic positioning, and also authored the firm’s white papers outlining transaction activity in the asset management industry.

Before working at Putnam Lovell, Phillips was a managing director at Cerulli Associates, a firm focused on providing strategic research to global asset management firms. At Cerulli, Phillips was responsible for developing and executing the firm’s global research efforts. He also established Cerulli’s international division, which generated market intelligence on fund management marketplaces outside the United States.

Phillips holds master’s degrees in business administration from Columbia University and the London Business School, and is a summa cum laude graduate of Boston University.

“Casey Quirk is widely regarded as the premier advisor to investment management firms around the world.”, said Phillips, “I am very excited about the opportunities we have to grow the firm’s consulting business and research capabilities.”

Casey Quirk has been advising the leadership teams of asset management firms worldwide since 1987. The firm’s mission is to help its clients build great investment management organizations. In addition to Mr. Casey and Mr. Phillips, Casey Quirk’s other partners are Jeb B. Doggett, David J. Bauer, Yariv Itah, and Kevin P. Quirk. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7
  2. WE - Trailblazing Leaderships: Insights From Los Angeles' Leading Women CEOs, January 8
  3. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9
  4. MFDF webinar - AI and Fund Compliance, January 21
  5. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. 2025 ICI Innovate, Feb 3-5
  10. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. Expect Miracles In Manhattan 2025, February 27
  14. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  15. T3 Technology Conference 2025, Mar 3-6
  16. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  17. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  18. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  19. 2025 MMI Summit, Mar 27-28
  20. MFDF Director Discussion Series - Open Forum, April 2
  21. Envestnet Elevate 2025, Apr 9-10
  22. MFDF Director Discussion Series - Open Forum, April 15
  23. The 36th Sub-Advised Funds Forum, Apr 29-30
  24. Expect Miracles 6th Annual Distance Challenge, May 13-20
  25. Morningstar Investment Conference 2025, Jun 25-26
  26. MFDF Director Discussion Series - Open Forum, July 9




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use