MutualFundWire.com: Fund Consultant Jumps Firms
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Monday, August 4, 2008

Fund Consultant Jumps Firms


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.


Printed from: MFWire.com/story.asp?s=18944

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