David Phillips

David Phillips, CFA, ASA, EA

Director, Liability Driven Investment Strategies

David leads Parametric’s Liability-Driven Investment (LDI) Strategies. He provides clients expertise on LDI management through his understanding and insight into variations of pension liabilities, investment solutions, and corporate finance objectives. Before joining Parametric in 2019, David was the director of client strategy and research and risk analytics at Russell Investments, where he was responsible for research, development, and analysis of investment strategies for defined benefit plans and evaluating risk for plan sponsors. His career in the financial industry began at actuarial firm Sedgwick James (now part of Mercer) in 1990. His professional experiences include serving as director of asset management for Celanese Corporation, where he led global pension investment activity, and manager of client services at NISA Investment Advisors, where he provided pension liability expertise for the firm’s clients. David holds EA (Enrolled Actuary) and ASA (Associate of the Society of Actuaries) designations, and he’s a member of the CFA Society of Seattle.

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Investment professional since 1990

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Based in Seattle

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BS, mathematics,
University of Wyoming,
MS, mathematics,
Oregon State University

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Originally from Evanston, Wyoming

From this author

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From this author

Defining Two Varieties of Volatility in Corporate Pension Plans

Time for Plan Sponsors to Recalibrate Their Hedging Strategy

How Low Interest Rates Are Changing Liability-Driven Investing