Many members of our team have worked together and with the same clients for more than 20 years. Such long-term relationships are rare today, but we believe they provide a valuable perspective and help to explain why many clients ask members of the firm to serve as trustees and board members. Our relationships with our clients, combined with our competencies, provide superior outcomes.
Philip is the President and CEO, and is a member of the Investment Committee. In addition to managing portfolios for high net worth clients, he serves as a trustee and officer for various client family trusts and foundations. Prior to joining Inverness in 1992, Philip founded his own company, VideoBook, in 1989. He worked in private banking at JP Morgan from 1987 to 1990.
Philip earned a BA from Columbia University in 1987. He serves as President of the Board for SKIP of New York, a non-profit organization that focuses on restoring and maintaining the primacy of family and home for sick and/or developmentally disabled children in the state of New York.
We welcome the opportunity to work with you in pursuit of your aspirations.
Please contact Philip Lawrence at
(212) 207-2122 or firstname.lastname@example.org.