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Phillip E. Enochs
Director, Institutional Defined Contribution Services
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- B.A., Accounting, Indiana University
- Certified Public Accountant
- M.B.A., Finance/Marketing, J.L. Kellogg Graduate School of Management
- Licensed Registered Representative, NASD Series 7, 63 and 65
- CFA Charterholder, CFA Institute, 2003
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Phil Enochs is director of institutional defined contribution services. He is responsible for the delivery of our defined contribution solutions to institutional clients. In this capacity he supports the development of strategy, product, and defined contribution knowledge capital for the defined contribution business.
Phil joined us in 2001 as a client executive working with clients to develop investment strategies utilizing our multiple manager investment process.
Prior to joining us, Phil spent eight years with Hewitt Associates in Lincolnshire, Illinois. From 1998 to 2001, he served as head of Hewitt Financial Services' (HFS) investment consulting team. HFS delivered investment consulting services including plan structure consulting, investment searches, ongoing monitoring, and defined contribution plan trend consulting to more than 50 defined contribution clients representing over $75 billion in assets. Phil had been an investment analyst and consultant in this group since 1995.
Phil joined Hewitt Associates in 1993 as an administrative consultant and project manager, where he assisted defined contribution plan sponsors with plan design, implementation, and ongoing administration.
He began his career with Arthur Andersen where he worked as a staff auditor from 1990 to 1993 auditing mid-size companies.
Phil is a member of the Investment Analyst Society of Chicago and the CFA Institute.
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