David Phillips
Chief Investment Officer at AXIS CAPITAL HOLDINGS LIMITED
Net worth: 5 M $ as of 2024-03-30
Profile
David S.
Phillips is currently the Chief Investment Officer at AXIS Capital Holdings Ltd.
Prior to his current position, he held the role of Managing Director at Oppenheimer Capital from 1996 to 2008.
From 2007 to 2014, he served as the Head-Investments at PartnerRe Ltd.
Additionally, he worked as a Principal at Trinsum Group, Inc. Mr. Phillips completed his undergraduate degree at Princeton University in 1990 and obtained an MBA from The Wharton School of the University of Pennsylvania in 1996.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-14 | 79,612 ( 0.09% ) | 5 M $ | 2024-03-30 |
David Phillips active positions
| Companies | Position | Start |
|---|---|---|
| AXIS CAPITAL HOLDINGS LIMITED | Chief Investment Officer | 2014-04-16 |
Former positions of David Phillips
| Companies | Position | End |
|---|---|---|
| PARTNERRE LTD | Corporate Officer/Principal | 2014-02-28 |
Oppenheimer Capital
 Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Director of Research - Equity | 2008-10-09 |
Trinsum Group, Inc.
 Trinsum Group, Inc. Miscellaneous Commercial ServicesCommercial Services Trinsum Group, Inc. provides management consulting services. It provides services in the areas of strategy, execution, organic growth, growth through acquisition, productivity and risk management. The company was founded by James M. McTaggart in 1978 and is headquartered in New York, NY. | Corporate Officer/Principal | 1995-12-30 |
Training of David Phillips
| Princeton University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AXIS CAPITAL HOLDINGS LIMITED | Finance |
| Private companies | 3 |
|---|---|
PartnerRe Ltd.
 PartnerRe Ltd. Specialty InsuranceFinance PartnerRe Ltd. engages in the provision of multi-line reinsurance to insurance companies. It operates through the segments P&C, Specialty, and Life and Health. The company was founded in August 1993 and is headquartered in Pembroke, Bermuda. | Finance |
Oppenheimer Capital
Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer. | Finance |
Trinsum Group, Inc.
Trinsum Group, Inc. Miscellaneous Commercial ServicesCommercial Services Trinsum Group, Inc. provides management consulting services. It provides services in the areas of strategy, execution, organic growth, growth through acquisition, productivity and risk management. The company was founded by James M. McTaggart in 1978 and is headquartered in New York, NY. | Commercial Services |
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