Robert M. Phillips
Analyst-Fixed Income at SAMCO Capital Markets, Inc.
Profile
Mr. Robert M.
Phillips is a Managing Director at SAMCO Capital Markets, Inc. His primary emphasis is providing fixed-income security investments to financial institutions, as well as educational and municipal government entities.
He joined the firm in March 2003.
Mr. Phillips in 1977 joined the Asset Management Department at Corpus Christi National Bank.
Over the next 17 years, he progressed in his career to the office of Senior Vice President.
By the end of that 17 year period, he had acquired a great deal of expertise in the investment market, particularly fixed-income securities, government bonds, and portfolio management for both individuals and corporate entities.
In May of 1994 he moved to Dallas and began to share that expertise through Banc One Capital Markets, where his knowledge and experience continued to expand as Associate Director.
He received a BBA in Finance from the University of Texas at Austin
Robert M. Phillips active positions
| Companies | Position | Start |
|---|---|---|
SAMCO Capital Markets, Inc.
 SAMCO Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1987, SAMCO Capital Markets, Inc. is a broker/dealer headquartered in Austin, Texas with additional offices in Dallas, Houston, San Antonio, New York City and Edmund, Oklahoma. The firm specializes in serving financial institutions. Their expertise lies in public finance and trading, institutional sales, taxable fixed-income trading, high yield and public funds management. SAMCO provides advisory services to issuers of municipal debt in the Southwest and Southeast U.S. Their traders and underwriters make primary and secondary markets in municipal bonds on a national basis. The firm provides advisory services to issuers of municipal debt in the Southwestern and Southeastern U.S. SAMCO's institutional sales department provides coverage of both tier-one national accounts, regional banks and trust departments. They are a leading distributor in the Southwestern U.S. for bank-qualified new issuances. The firm is active in trading and positioning taxable fixed-income securities, including U.S. Treasuries, Agencies, mortgage backed securities, collateralized mortgage obligations, corporate securities and municipal bonds, including high yield. SAMCO's public funds management group specializes in investment, financial management and banking for public entities such as counties, cities and school districts. | Analyst-Fixed Income | 01/03/2003 |
Former positions of Robert M. Phillips
| Companies | Position | End |
|---|---|---|
| Banc One Capital Markets, Inc. | Corporate Officer/Principal | 31/12/2002 |
| Corpus Christi National Bank | Corporate Officer/Principal | 31/12/1994 |
Training of Robert M. Phillips
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Banc One Capital Markets, Inc. | Finance |
SAMCO Capital Markets, Inc.
SAMCO Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1987, SAMCO Capital Markets, Inc. is a broker/dealer headquartered in Austin, Texas with additional offices in Dallas, Houston, San Antonio, New York City and Edmund, Oklahoma. The firm specializes in serving financial institutions. Their expertise lies in public finance and trading, institutional sales, taxable fixed-income trading, high yield and public funds management. SAMCO provides advisory services to issuers of municipal debt in the Southwest and Southeast U.S. Their traders and underwriters make primary and secondary markets in municipal bonds on a national basis. The firm provides advisory services to issuers of municipal debt in the Southwestern and Southeastern U.S. SAMCO's institutional sales department provides coverage of both tier-one national accounts, regional banks and trust departments. They are a leading distributor in the Southwestern U.S. for bank-qualified new issuances. The firm is active in trading and positioning taxable fixed-income securities, including U.S. Treasuries, Agencies, mortgage backed securities, collateralized mortgage obligations, corporate securities and municipal bonds, including high yield. SAMCO's public funds management group specializes in investment, financial management and banking for public entities such as counties, cities and school districts. | Finance |
| Corpus Christi National Bank | Finance |
- Stock Market
- Insiders
- Robert M. Phillips
