Phil Argue is an Investment Specialist within the Department of Investment Management and Economic Strategy at SEIA. Employing a quantitative approach, he analyzes economic and market history to help shape the firm’s macro-economic viewpoints and contribute to portfolio construction and security selection processes.
Previously, as Chief Investment Strategist at SteelPeak Wealth, Phil was responsible for managing the firm’s discretionary portfolios, developing new strategies, and overseeing a $2 billion portfolio as the head of the Investment Committee. Additionally, during his tenure at SteelPeak Wealth, he served as Chief Revenue Officer and Chief Operating Officer, where he played a key role in managing sales capacity, expanding business territories, and optimizing operational processes.
Before his time at SteelPeak Wealth, Phil held roles at Morgan Stanley Wealth Management, including Associate Complex Manager, where he led firm initiatives, implemented organizational efficiencies, and helped oversee multiple offices across the greater Los Angeles Area. With over a decade of experience in the financial services industry and holding Series 7 & 66 licenses, Phil brings extensive experience to his role.