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Phillip Stern, CAIA

Chief Operating Officer

Phillip joined Compass in 2016 and is responsible for all firm operations including human resources, facilities, trade operations and business continuity planning. Prior to joining Compass, he spent 13 years at Merrill Lynch (from 2003 to 2016) where he was Director of the Alternative Investments Division of Bank of America Merrill Lynch in New York. In his most recent role at Merrill, Phillip oversaw a team that focused on business analytics, portfolio analytics and sales. Phillip received a BS from Penn State University and received a Chartered Alternative Investments Analyst designation.