Phil Kirshman, CFA, CFP

Chief Investment Officer, CCIM

Phil Kirshman is the Chief Investment Officer at Cornerstone Capital Investment Management (CCIM).  Phil oversees our investment policy planning, strategic asset allocation optimization, investment implementation and portfolio reporting strategies.  He serves on Cornerstone’s Executive Committee and our Investment Policy Committee.  Prior to joining Cornerstone, Phil was a senior partner on a UBS Institutional Consulting team based in Boulder, Colorado, serving clients all over the United States.  Previously, he worked with clients as a portfolio manager with Wachovia Securities and Smith Barney, served in a business development capacity with Progressive Asset Management and was a commercial cargo ship sales broker with Jacq. Pierot Jr. and Sons.

Phil is a Chartered Financial Analyst and a Certified Financial Planner®, and holds the Series 7, 24, 63 and 65 securities licenses. Phil serves on the board of the Calvert Foundation; he is also Treasurer of US SIF: The Forum for Sustainable and Responsible Investment, and is Treasurer of the US SIF Foundation. He also serves on the Advisory Council to the City of Denver Office of Sustainability, by appointment of the Mayor of Denver, and chairs the Advisory Council to Mile High Connects, a public-private partnership supporting development of transit-oriented real estate development in the city of Denver. Phil graduated from the University of California, Santa Cruz, in 1986.