Philip began his career in the investment industry at the Southeastern broker/dealer Norris & Hirschberg as the bond clearing agent. He later transferred, along with their operations, to DFW Clearing in Dallas/Ft. Worth where he was manager of the stock transfer department. In 1992, he moved to San Francisco to manage the office for RSS. He is responsible for the day-to-day management of the office and acting as client liaison.

Philip did undergraduate work at the University of Texas Arlington and earned a B.S. in Finance from Golden Gate University in San Francisco.