Experience: Philo draws from his experience as a Principal at GEF Management where he managed majority and minority investments in technology and industrial services industries and from his time at Updata Capital and Wells Fargo Securities.
Education: MBA, University of North Carolina–Chapel Hill; BBA, The College of William and Mary
First Job: Paper Boy
Hidden Talent: A Mean Forehand in Ping Pong
What Moves Me: What excites me most is gaining our clients’ trust to help them with one of the most critical transactions in their lives. It’s an exciting challenge to dive into a client’s business and the associated markets to position the company for a successful transaction and premium outcome. Clearsight stands out because we are a bunch of driven and smart individuals that work together like a well-oiled machine. Integrity and deep commitment to maximizing results for clients are our obsessions.
