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Phil Strohm
Phil Strohm
Client Advisor | Cresset
Minnesota, Wayzata, United States
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.
Phil Strohm
Work Experience
Managing Director, Wealth Advisor at
Cresset
March 2024 - Present
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
*******@meristemmfo.com
*******@cressetcapital.com
*******@meristemfw.com
Colleagues
Project Specialist
Planning Associate
Intern, Research and Development
Senior Portfolio Manager
Agent Intern
Investment Banking (JP Morgan H&Q; Credit Suisse DLJ), Corporate Development and Strategy Consulting
Tax Manager
Financial Advisor
Project Manager
Senior Vice President