KEVIN PHILIP
Partner
Bel Air Investment Advisors
With over two decades at Bel Air Investment Advisors, Kevin Philip has had a monumental impact on the practice’s evolution. He possesses an acute understanding of the societal, geopolitical and economic factors that contribute to the ebbs and flows of global financial markets, and he communicates those factors to his clients with a personalized, high-touch approach, emphasizing the value of a longterm investing perspective.
As head of the practice’s strategic initiatives committee, Philip drives the expansion of investment offerings. His advisor team oversees and manages $2.5 billion AUA for roughly 80 ultra-highnet-worth families. Moreover, he has been an integral piece of the growth of Bel Air’s practice-wide client roster, increasing AUM from just over $3 billion at his start to over $12 billion today.
