Jeffrey Phillips CFA, CPA, CAIA
Evaluator · DISC type DscJeffrey Phillips serves as the Chief Investment Officer at Rehmann, where he guides the firms investment strategies and oversees the investment management team. He holds multiple distinguished credentials, including Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Chartered Alternative Investment Analyst (CAIA), reflecting his deep expertise in finance and investment.
He earned his Bachelor of Arts in Finance from Michigan State University. While his professional life is well-documented, details about his personal hobbies and interests are not publicly available.
Jeffrey is a member of the CFA Society of Detroit, indicating his active engagement with the local investment professional community.
Read the full overview →How Jeffrey shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
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DISC profile (public)
Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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