Mr. Phillips is a Managing Director of SAMCO Capital Markets. His primary emphasis is providing fixed-income security investments to financial institutions, as well as educational and municipal government entities.
In 1977, after receiving a BBA in Finance from the University of Texas at Austin, Mr. Phillips joined the Asset Management Department at Corpus Christi National Bank. Over the next 17 years, he progressed in his career to the office of Senior Vice President.
By the end of that 17 year period, he had acquired a great deal of expertise in the investment market, particularly fixed-income securities, government bonds, and portfolio management for both individuals and corporate entities. In May of 1994 he moved to Dallas and began to share that expertise through Banc One Capital Markets, where his knowledge and experience continued to expand as Associate Director.
Mr. Phillips joined the SAMCO team in March of 2003. His reputation for acute business sense, knowledge of his field, and a high standard of honesty and integrity, serve him well. He has developed faithful relationships with his clients, some dating back many years. Mr. Phillips’ relationship with SAMCO dates back to those years on the purchase end of the relationship while with CCNB, and subsequently with Banc One. We are proud to have him on the SAMCO side of the desk.