Phyllis Vance, CFA

Phyllis is a Chief Financial Strategist. She focuses on investment analysis, as well as serving on our investment committee. Phyllis has over thirty years of experience which includes analyst and portfolio management for a global financial investment firm, domestic and international equities and Director of Commercial Real Estate Research. She graduated from Iowa State with a degree in business administration.

* Phyllis Vance is not registered with Cambridge Investment Research and cannot offer securities nor investment advice.