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Phil Strohm

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Phil Strohm

Client Advisor | Cresset

Minnesota, Wayzata, United States

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Phil Strohm

Summary

Phil Strohm is a seasoned wealth advisor and managing director with a robust background in asset management. Currently leading at Cresset, he has a rich history of client advisory roles that spans over a decade. Phil's educational credentials include a Bachelor of Arts in Economics from St. Olaf College and a Master of Science in Financial Services from The American College. His expertise lies in director-level management, training, and registration within the financial sector. Phil is known for his strategic approach to wealth management, focusing on long-term client relationships and tailored financial solutions. He is based in Wayzata, Minnesota, and has a keen interest in evolving financial technologies and sustainable investment practices. Outside of his professional life, Phil is likely engaged in community initiatives reflecting his commitment to social responsibility.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Phil Strohm

Work Experience

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Managing Director, Wealth Advisor at

Cresset

March 2024 - Present

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Phil Strohm

Education

St. Olaf College, Bachelor of Arts (B.A.), Economics

January 2002 - January 2006

The American College, Masters of Science in Financial Services (MSFS)

January 2012 - January 2016

Frequently Asked Questions about Phil Strohm

What is Phil Strohm email address?

Phil Strohm's primary email address is *******@meristemmfo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Phil Strohm work for?

Phil Strohm is a Client Advisor at Cresset.

Where Phil Strohm graduated from?

Phil Strohm holds a degree in null from St. Olaf College.

How can I directly contact Phil Strohm?

To contact Phil Strohm directly, you can use the email address *******@meristemmfo.com. Complete contact information is available upon registration with Muraena.

Who is Phil Strohm?

Phil Strohm is a seasoned wealth advisor and managing director with a robust background in asset management. Currently leading at Cresset, he has a rich history of client advisory roles that spans over a decade. Phil's educational credentials include a Bachelor of Arts in Economics from St. Olaf College and a Master of Science in Financial Services from The American College. His expertise lies in director-level management, training, and registration within the financial sector. Phil is known for his strategic approach to wealth management, focusing on long-term client relationships and tailored financial solutions. He is based in Wayzata, Minnesota, and has a keen interest in evolving financial technologies and sustainable investment practices. Outside of his professional life, Phil is likely engaged in community initiatives reflecting his commitment to social responsibility.

Phil`s contact details

mail

*******@meristemmfo.com

*******@cressetcapital.com

*******@meristemfw.com

Colleagues

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Oliver Rose

Project Specialist

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Sarah Simon

Planning Associate

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Dani Fitzgerald

Intern, Research and Development

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Sam Katzman

Senior Portfolio Manager

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Travis Henry

Agent Intern

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Kevin O'donnell

Investment Banking (JP Morgan H&Q; Credit Suisse DLJ), Corporate Development and Strategy Consulting

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Stephanie Effron

Tax Manager

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Todd Tautfest

Financial Advisor

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Karen Bayona

Project Manager

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Dean Jackson

Senior Vice President

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