James A. Phillips, President
After more than 28 years in the investment business, as both a Portfolio Manager
and a Securities Analyst, Jim Phillips operates Pacific Investment
Advisory with one goal in mind: to offer highly personalized, top-tier
service to people who were no longer getting that at the larger firms.
With experience in the investment departments of both large banks and
investment firms, Jim has a proven track record growing wealth and
managing assets for high net worth individuals, families and institutions.
His investment background began with a stint as a security analyst evaluating
individual stocks and market sectors, before managing money as a Trust
Investment Officer for Security Pacific and later Sanwa Bank.
In 1992, Jim joined
Bank of America as Vice President and Executive Portfolio Manager, in
charge of complex Trust and family relationships, until lured away by
the investment firm of Brown Brothers Harriman. As VP and Senior
Portfolio Manager for Brown Brothers, Jim handled accounts for
families as well as institutions and non-profits. Jim has a
background in equities as well as fixed income investments, and
his goal has always been to meet or exceed the performance of the S&P
index.
Jim earned his BS and
his MBA in Finance at the University of Southern California and is a
member of the Los Angeles Society of Financial Analysts and a Certified
Senior Advisor. Jim was an active member of the Pasadena Tournament of Roses
Association for over 40 years, and now serves in an honorary capacity. Jim also
served on the USC Trojan Board of Directors and the Board of the USC School of
Social Work. He is currently President of the Kiwanis Club of La Cañada.
Peggy Touchstone, Operations Manager
As Vice-President of Operations for National Educational Media, Peggy
managed the day to day operations of a multi-million dollar
international sales and distribution company. A former television
writer and producer, she has over twenty years experience in both a
creative and an administrative capacity,
producing such shows as:
Name That Tune
You Asked For It
Truth or Consequences
Face the Music and
the CrossWits
Prior to her Hollywood years, Peggy worked with Ted Turner in his
Atlanta operation as Director of Promotion and Director of Public
Affairs, where she gained experience with legal and federal compliance
and regulations.
In addition, Pacific Investment Advisory has retained the services of Research
Consultants who offer decades of experience analyzing the stock market and economic
trends.
David Simpson, CFA, has over twenty years experience in investment
research and portfolio management with firms such as Security Pacific, Imperial
Trust Company, and Bank of America.
He teaches at the UCLA Extension Department of Business and Management, where
hes been an instructor in Financial Planning and Security Analysis since 1998.
SCM Reasearch provides market reports on industry sectors as well as
individual stocks. In addition, they furnish economic forecasts and quarterly
Capital Market Reviews, tactical reports, and provide corporate performance and
equity analysis.
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