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Phil Strohm
Phil Strohm
Managing Director, Wealth Advisor | Cresset
Wayzata, Minnesota, United States
Phil Strohm
Summary
Phil Strohm is a seasoned Managing Director and Wealth Advisor at Cresset, specializing in wealth management for high-net-worth individuals and families. With a robust background in management consulting and financial services, he has developed a keen understanding of the unique needs of entrepreneurs and multi-generational families. Phil's career spans over 15 years, during which he has held leadership roles in various financial advisory firms. He is committed to reinventing the wealth management experience, focusing on holistic well-being for his clients. Phil holds a Master's degree in Financial Services from The American College and a Bachelor's degree in Economics from St. Olaf College. His expertise in financial advisory is complemented by a passion for leadership development and innovation in the finance sector. Based in Wayzata, Minnesota, Phil is dedicated to fostering strong client relationships and delivering tailored financial solutions.
Phil Strohm
Work Experience
Managing Director, Wealth Advisor at
Cresset
March 2024 - Present
Managing Director, Wealth Advisor at
Meristem l Cresset
June 2022 - Present
Client Advisor at
Meristem
June 2006 - June 2022
Phil Strohm
Education
THE AMERICAN COLLEGE, Masters Of Science In Financial Services (Msfs)
January 2012 - January 2016
St. Olaf College, Bachelor Of Arts (B.A.)
January 2002 - January 2006
Frequently Asked Questions about Phil Strohm
What is Phil Strohm email address?
Phil Strohm's primary email address is *******@meristemfw.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 Managing Director, Wealth Advisor at Cresset, a company specializing in Functions related to depository banking.
Where Phil Strohm graduated from?
Phil Strohm holds a degree in from THE AMERICAN COLLEGE.
How can I directly contact Phil Strohm?
To contact Phil Strohm directly, you can use the email address *******@meristemfw.com. Complete contact information is available upon registration with Muraena.
Who is Phil Strohm?
Phil Strohm is a seasoned Managing Director and Wealth Advisor at Cresset, specializing in wealth management for high-net-worth individuals and families. With a robust background in management consulting and financial services, he has developed a keen understanding of the unique needs of entrepreneurs and multi-generational families. Phil's career spans over 15 years, during which he has held leadership roles in various financial advisory firms. He is committed to reinventing the wealth management experience, focusing on holistic well-being for his clients. Phil holds a Master's degree in Financial Services from The American College and a Bachelor's degree in Economics from St. Olaf College. His expertise in financial advisory is complemented by a passion for leadership development and innovation in the finance sector. Based in Wayzata, Minnesota, Phil is dedicated to fostering strong client relationships and delivering tailored financial solutions.
Phil`s contact details
*******@meristemfw.com
*******@meristemmfo.com
Colleagues
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