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Phil Strohm

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Phil Strohm

Managing Director, Wealth Advisor | Cresset

Wayzata, Minnesota, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

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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Managing Director, Wealth Advisor at

Meristem l Cresset

June 2022 - Present

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Client Advisor at

Meristem

June 2006 - June 2022

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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

mail

*******@meristemfw.com

*******@meristemmfo.com

Colleagues

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Sarah Simon

Managing Director, Wealth Advisor

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Oleg Ikhelson

Partner, Managing Director, Head of Tax

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Oliver Rose

Founder of Cresset Catalyst

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Steve Wathen

Managing Director, Client Service

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Peter Sherlock

Managing Director and Partner

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Adwoa Mograbi

Chief People Officer

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Andrew O'connell

Managing Director, Wealth Advisor

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Barbara Young

Executive Managing Director & Advisory Board Member

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Brooks Hays Slate Cfa

Private Wealth Advisor, Managing Director and Partner

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Cepa Gus Spaulding

Managing Director, Wealth Advisor

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