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Tuesday, May 28, 2024

Leaders of Influence: Wealth Managers- KEVIN PHILIP

Custom Content by The Los Angeles Business Journal


Bel Air Investment Advisors

Kevin Philip began his wealth management career at Bel Air in 2002 when he was recruited from Stanford. He went on to become the youngest investment advisor in the history of the firm. Over the past 20 years, he has emerged as a leader of the next generation of advisors at Bel Air. Philip heads the firm’s Strategic Initiatives Committee, which identifies and expands the firm’s investment offerings to clients and seeks to keep Bel Air as an innovative leader in the wealth management industry.

Philip is a regular contributor to financial media outlets and is leading the firm’s efforts to employ next-generation technology to better communicate with clients. He has also deepened the firm’s already strong relationships within the entertainment community across Los Angeles and is expanding the firm’s reach into the New York market. Perhaps his greatest accomplishment, however, is the depth and breadth of his client relationships.

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