The People Supporting the Vision
We hold firmly that investors need more than a portfolio—they need a partner in the investment journey. Our close-knit team takes that core belief to heart. See a complete overview of the AAMA team, below.
Bob founded Advanced Asset Management Advisors in 1998, with the mission of creating a better client investment experience. Today, he remains heavily involved in carrying that vision forward, overseeing the daily management of the company.
Bob received a degree in finance from the Ohio State University. With nearly 30 years in the industry, Bob has wealth of experience in portfolio creation and asset management.
Before starting AAMA, he served as Vice President of a large regional investment firm and President of a national advisory group. He oversaw the management of retirement plans and participated in the development, launch, and marketing of load and no-load mutual funds. Bob has also served as a trust officer for the Bank One Trust Company, managing client portfolio investments.
Phil directs and manages AAMA’s investment policy strategy.
With more than 40 years of experience managing securities portfolios, Phil has pursued and secured a broad spectrum of objectives, from short-term cash management to aggressive growth of investments.
Before joining AAMA, Phil served as Chief Investment Officer for a large regional investment firm, directing its multi-billion dollar investment portfolio. He is a cum laude graduate of the Ohio State University.
Director of Marketing