PHIRST
Our Team
Expert Leadership

Meet Our Team

Our team of seasoned financial experts brings decades of combined experience and a passion for delivering exceptional results. Meet the professionals who drive PHIRST's success and innovation.

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CEO
CFO
CIO
VP
Director
Executive Leadership

Visionary Leaders

Meet the executive team that drives PHIRST's strategic vision and operational excellence

Michael Chen

Chief Executive Officer

With over 20 years in financial services, Michael leads PHIRST's strategic vision and global expansion. Previously served as Managing Director at Goldman Sachs.

MBA, Harvard Business School CFA Charterholder

Sarah Rodriguez

Chief Financial Officer

Sarah oversees financial operations and risk management with 18 years of experience. Former VP of Finance at JP Morgan Chase, specializing in corporate finance.

MS Finance, MIT Sloan CPA Certified

David Thompson

Chief Investment Officer

David leads investment strategy and portfolio management with expertise in alternative investments. Previously managed $5B+ portfolios at BlackRock.

PhD Economics, Stanford FRM Certified
Our Team

Expert Professionals

Our diverse team of financial experts brings specialized knowledge across all areas of finance

Emily Wang

Senior Vice President, Strategy

12 years experience

James Miller

Vice President, Risk Management

15 years experience

Lisa Park

Director, Corporate Finance

10 years experience

Robert Kim

Senior Director, Analytics

14 years experience

Maria Gonzalez

Vice President, Client Relations

11 years experience

Alex Johnson

Director, Investment Research

13 years experience

Our Culture

Excellence Through Collaboration

We foster an environment where innovation thrives and every team member contributes to our collective success

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Excellence First

We maintain the highest standards in everything we do, from client service to professional development.

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Collaborative Spirit

Our success comes from working together, sharing knowledge, and supporting each other's growth.

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Innovation Focus

We encourage creative thinking and embrace new technologies to stay ahead of industry trends.

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Growth Mindset

We invest in our people's development and provide opportunities for career advancement.

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Ready to Make Impact?

Be part of a team that's shaping the future of financial consulting