Michael
Phippen
Michael Phippen
Chief Investment Officer, Gordian Wealth Advisors

Michael Phippen has 14 years of wealth management experience and directs Gordian’s investment research initiatives.

  • Fern Hill CapitalPartner (8 years)
    • Served as head analyst for Fern Hill Capital, a long/short equity hedge fund, from 2003-2010. Helped generate superior returns for investors, with a focus on fundamental research.
    • Portfolio Manager from 2009-2010. Sub managed a portion of the firm's assets.
    • Played a key role in growing the assets of the hedge fund to $300 million, mostly through organic growth.
    • Interacted with CEOs/CFOs, portfolio managers, and investors on a daily basis
  • Smith BarneyAnalyst/Portfolio Manager (6 years)
    • Managed equity portfolios for retired individuals, first as an analyst then as a Portfolio Manager.
    • Helped develop customized retirement plans for individuals
    • Wrote quarterly letters to clients outlining our perspective on the current investment environment
  • Education
    • Bachelor of Arts - Economics - University of California, Berkeley

Mike can be reached at mike@gordianwa.com.