Phil Kwon

Phil Kwon has a diverse work history in the financial industry. Phil is currently serving as the Head of Portfolio Analytics at Richardson Wealth since September 2021. Prior to this, Phil worked at Raymond James Ltd. for over 10 years, starting in October 2010. During their time there, they held the role of Fixed Income Specialist and was responsible for analyzing preferred shares and implementing various products and applications to improve desk efficiency and compliance. Phil also developed and launched a value-added service called the "Portfolio Review Tool" to provide a comprehensive view of clients' investment portfolios. Before joining Raymond James Ltd., Phil worked at Richardson Wealth as the Vice President of Investment Management & Research from June 2005 to October 2010. Phil began their career at CIBC / Merrill Lynch Canada as a Products and Application Specialist, where they worked until June 2005.

Phil Kwon attended Crescent School for an unspecified period of time. Phil then pursued a Bachelor of Science degree in Life Science at Queen's University. Subsequently, they obtained a Bachelor's degree in Health and Physical Education/Fitness from the University of Toronto. Additionally, they hold certifications in AI in Fintech Essential Training, Blockchain Basics, and Blockchain: Beyond the Basics, all obtained in 2021 from LinkedIn.