Dr. Phillips is a member of the investment committee and is responsible for all of the firm’s investment modeling platforms. He served along with Mr. Cucchiaro on the investment committee for both Windward Investment Management, Inc. and Windhaven Investment Management, Inc. Mr. Phillips’ career spans financial services and engineering/enterprise software companies. He was most recently a Co-founder and Chief Technology Officer for TurnRight Advice Solutions. Prior to Windhaven, Bob was Senior Vice President at Fidelity Investments responsible for managing all electronic platforms including redesigning NetBenefits which provides online services for over 13 million benefit plan participants. He has helped start and grow several other entrepreneurial ventures including What-if-I Financial, ICAD and Concentra.
He holds several patents and has over 30 years of experience applying AI tools to solving complex problems.
Bob has a B.S. in mathematics/physics from the University of New Hampshire, a Masters of Engineering in engineering physics from the University of Virginia and a Ph.D. in mechanical engineering from Pennsylvania State University. Bob is the recipient of the Distinguished Alumnus award from the University of New Hampshire’s College of Engineering and Physical Sciences (CEPS) and is a member of the UNH Foundation Board.