Philip Parrish Sallee, M.B.A.

Chief Investment Officer
Founder
Work: (502) 322-6144
Mobile: (502) 322-6144
Fax: (502) 410-0468
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
BELLERMINE 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/
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-FounderAthletes for Autism, Inc.
Achievements:
- November 5, 2011
- September 25, 2011
- 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
Ford IRONMAN 140.6 (Panama City Beach, FL) – Finisher
www.ironmanflorida.com
ESI IRONMAN 70.3 (Augusta, GA) – Finisher
www.ironmanaugusta.com