Philip Parrish Sallee, MBA
Chief Investment Officer
Biography:
Philip Parrish Sallee is an experienced investment advisor with over 30 years in the financial industry. As Chief Investment Officer he oversees the firm’s investment strategies.
Outside of his professional role, Philip has demonstrated a strong commitment to community service, previously holding board positions with organizations such as the Kentucky Counsel on Economic Education, the Salvation Army, Louisville Ballet, and Athletes for Autism, Inc. An accomplished endurance athlete, he has completed several IRONMAN races and was named a “Forty Under 40” recipient in Louisville, KY. Philip’s diverse experiences and dedication to both his clients and community have shaped him into a well-rounded and impactful professional.
Philip completed his post-graduate / executive education at Harvard Business School in Behavioral Economics, M.B.A. from Bellarmine University, studies abroad in International Management from ESCP Business School at his B.B.A. from Eastern Kentucky University.
Philip is also committed to a work / family life balance. He spends his leisure time with his wife Billie, exercising and traveling.
Education:
- 2017 – Behavioral Economics
Harvard Business School
Boston, Massachusetts
Executive Education
- 2006 – M.B.A.
Bellarmine University
Louisville, Kentucky
Beta Gamma Sigma Honors Society
GPA – 4.0
- 2005 – International Business
ESCP Business School
Madrid, Spain
Bellarmine University Executive M.B.A. Study Abroad
- 1995 – B.B.A
Eastern Kentucky University
Richmond, Kentucky
Pi Kappa Alpha Fraternity
- 1990 – H.S
Woodford County High School
Versailles, Kentucky
Registered Investment Advisor:
- wealthMD Corporation- Firm CRD# 140498
Investment Advisor Representative:
- Philip Parrish Sallee, M.B.A- Individual CRD# 4120662
Registrations:
- Series 65 Investment Advisor Representative
Uniform Investment Advisor Law Exam
IAR – http://www.sec.gov/
- Series 65 Investment Advisor Representative
Securities Licenses Formerly Held:
- Series 24 General Securities Principal, FINRA Code- GP
- Series 26 Principal, Investment Company Products/ Variable Contracts, FINRA Code- IP
- Series 7 General Securities Representative, FINRA Code- GS
- Series 6 Representative, Investment Company Products / Variable Contracts, FINRA Code- IR
- Series 63 Agent, FINRA Code- AG
Boards:
- 2015 – 2017 | Board Member – Kentucky Counsel on Economic Education
- 2015 – 2017 | Board Member – Salvation Army
- 2012 – 2014 | Board Member – Louisville Ballet
- 2008 – 2012 | Co-Founder Athletes for Autism, Inc.
Achievements:
- November 5, 2011
Ford IRONMAN 140.6 (Panama City Beach, FL) – Finisher
www.ironmanflorida.com
- September 25, 2011
ESI IRONMAN 70.3 (Augusta, GA) – Finisher
www.ironmanaugusta.com
- August 14, 2011
Whirlpool IRONMAN 70.3 (Benton Harbor, MI) – Finisher
www.ironmansteelhead.com
- August 25, 2009
“Forty Under 40” (Louisville, KY) – Recipient
Business First
Please note: Any rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client should or will experience a certain level of results or satisfaction if they invest with Firm, nor should it be construed as a current or past endorsement by any of our clients.