Philip A. Crawford Jr.

  • Fixed Income Portfolio Manager
Photo of Philip A. Crawford Jr.

Profile

Philip brings over twenty (20) years of financial services experience with eleven (11) years in institutional fixed income sales and trading.  In his previous role, Mr. Crawford provided sales and trading coverage for over one hundred and twenty five (125) active Independent Registered Investment Advisory Firms across the United States.  He has product expertise in Municipals, Corporates (High Yield & Investment Grade), U.S. Agency Debt, Certificates of Deposits, Structured Products, Treasuries and Non-USD denominated bonds.  

Prior to joining Clarfeld | Citizens Private Wealth®, Mr. Crawford held positions as Vice President Sales/Trading at Fidelity Capital Markets, Institutional Fixed Income Sales for Municipal Markets and Complex Operations Associate at RBC Capital Markets and Financial Representative for the Personal Planning and Estate Group at Frank Russell in Boston, Massachusetts. 

Mr. Crawford holds a Bachelor of Science degree in Government with a Minor in General Business from Suffolk University in Boston, Massachusetts.