Emily Phelps, CFA

Emily Phelps, CFA

Portfolio Manager

Bio

Emily Phelps, CFA, is a portfolio manager within the client investment solutions group responsible for overseeing highly customized, multi-sector insurance company product portfolios. She also serves on the portfolio management team for the Sustainable Fixed Income strategy. Prior to her current role, Emily was a portfolio analyst within the client investment solutions group. Prior to that, Emily was an analyst in the firm’s rotational program gaining experience from portfolio management/analysis, performance measurement, data management, and various technology systems. She has been in the industry and started with the firm in 2019. Emily received her BBA in finance from the University of Iowa. She is a CFA® charterholder.