Jesse L. Phillips, CFA, as a member of the Treasurer's Office of the University of California system, is responsible for risk management for the system's more than $60 billion of pension, endowment, defined-contribution, and working capital assets. His duties include asset allocation, investment policy development, and the integration of risk management into all aspects of the Treasurer's investment process. Prior to joining the Treasurer's Office, he worked at Northrop Grumman Corporation—first, as senior corporate mergers and acquisitions analyst and later, as manager of risk analysis and research in the Treasury Department. Mr. Phillips also worked as corporate planning analyst with Florida Power & Light Company and as senior financial analyst with Storer Communications, both in Miami, Florida. He began his career as an accountant/analyst at BDO Seidman and was a licensed CPA. Mr. Phillips earned his BA in mathematics and economics and MA in applied mathematics at the University of California, Los Angeles, and his MBA in finance at the University of Miami.

This information is accurate as of the date of recording.