Phil Edelstein in

Phil Edelstein

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President, Philadelphia Chapter at Financial Communications Society
📍 Philadelphia, Pennsylvania, United States

Phil Edelstein is the founder of Substance Strategy & Creative, a marketing firm that specializes in building brand strategy for the financial services sector. He has a history of leading advertising and public relations for major firms like Hartford Funds and is a graduate of Tufts University.

Outside of his agency work, Phil is interested in the intersection of finance and human behavior, particularly in the area of financial therapy. During college, he dedicated time to mentorship with Big Brothers and worked with an Animal Aid Program, reflecting long-standing personal values.

His core professional philosophy is that a companys brand and its internal culture are intrinsically linked and must be one and the same.

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Experience
15 Years
Current Role
President, Philadelphia Chapter
Job Level
Leadership
Location
Philadelphia, Pennsylvania, United States
Personality Overview

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Priorities

Topics Phil cares about

Financial Services Branding
His agency, Substance, is built exclusively to serve the financial sector, helping brands in asset management, wealth management, and fintech connect with their audiences.
AI in Marketing
In February 2024, his firm launched "Images of Substance," an AI-powered tool to help financial marketers create unique visual branding and reduce reliance on stock photography.
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Career

Work history

10-2023
President, Philadelphia Chapter
Financial Communications Society
10-2019
Founder
Substance Strategy & Creative
6-2017 - 9-2019
Director
BouchezPage
5-2014 - 6-2017
Head of Advertising and Public Relations
Hartford Funds
3-2013 - 5-2014
Director, Brand Strategy
Brownstein Group
In the press

Media appearances

Phil Edelstein | Founder - Substance Strategy & Creative | Forbes Business Council. Featured in Forbes Business Council
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Education
2003 - 2007
B.A.
Tufts University
Education details unavailable
Germantown Friends
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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