Ricardo Phillips

Ricardo Phillips, CFA, is currently an Investment Banking Associate at Evercore, specializing in Healthcare M&A since August 2022. Previously, Ricardo served as a Summer Associate at Evercore and held the position of Group Investment Manager at NAGICO Insurances, where responsibilities included managing a combined investment portfolio exceeding $100 million. Prior experience includes a role as Portfolio Analyst at the Central Bank of Trinidad and Tobago, overseeing a US$5 billion Sovereign Wealth Fund and implementing strategic asset allocation for a US$9 billion Foreign Reserve portfolio. Additionally, Ricardo worked as an Investment Analyst and Mutual Fund Officer at Guardian Asset Management. Academic credentials include an MBA in Finance from Duke University's Fuqua School of Business and a B.Sc. in Economics and Statistics from The University of the West Indies, Mona.