Phil Sloan
Institutional Consultant
An industry expert with more than 4 decades of experience, Phil Sloan has shared his principles with institutions and high-net-worth clients throughout the United States. Prior to joining Beirne, he was a managing director and director of marketing at Fox Asset Management, where he developed relationships with major institutional consultants and brokerage firms and served as an active member of the management and strategy committees.
Previously in his career, he led institutional consulting organizations as the vice president of institutional sales for MBIA, vice president of managed accounts at Paine Webber, and vice president and manager of consulting services at Merrill Lynch.