Phil Denney

Portfolio Manager-Equities at Pensionmark Financial Group LLC

Finance

Consumer Services

Miscellaneous

Profile

Phillip Ray Denney is currently working as an Investment Advisor at Pensionmark Financial Group LLC since 2022.
Prior to this, he worked as an Investment Consultant at NationsBank of Texas NA from 1994 to 1998, as a Senior Representative at Banc One Securities Corp.
in 1999, and as an Investment Advisor at Halbert Wealth Management, Inc. from 1999 to 2023.
Denney completed his undergraduate degree from the University of Akron in 1975 and earned an MBA from St. Edward's University in 2002.

Phil Denney active positions

Companies	Position	Start
Pensionmark Financial Group LLC Pensionmark Financial Group LLC Investment ManagersFinance Pensionmark Financial Group LLC (Pensionmark) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded by Troy Hammond in 2015. In 2022, they became a wholly-owned subsidiary of WIA Holdings LLC, which is ultimately owned by CB Clockwork Parent LLC. Pensionmark provides advisory services to Individuals and Retirement Plans including, 401(k) Plans, 403(b) Plans, pensions and profit-sharing plans, non-qualified plans, foundations, endowments, and corporations or other businesses.	Portfolio Manager-Equities	2022-11-30

All active positions of Phil Denney

Former positions of Phil Denney

Companies	Position	End
Halbert Wealth Management, Inc. Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.	Consultant / Advisor	2022-12-31
Banc One Securities Corp. Banc One Securities Corp. MiscellaneousMiscellaneous Banc One Securities Corp. is a company that is based in Rensselaer, IN. Banc One Securities Corp. is involved in the offices of holding companies.	Corporate Officer/Principal	1999-08-31
NationsBank of Texas NA	Corporate Officer/Principal	1998-12-30

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Training of Phil Denney

University of Akron	Undergraduate Degree
St. Edward's University	Masters Business Admin

Experiences
Positions held

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Linked companies

Private companies	4
NationsBank of Texas NA	Finance
Banc One Securities Corp. Banc One Securities Corp. MiscellaneousMiscellaneous Banc One Securities Corp. is a company that is based in Rensselaer, IN. Banc One Securities Corp. is involved in the offices of holding companies.	Miscellaneous
Halbert Wealth Management, Inc. Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.	Finance
Pensionmark Financial Group LLC Pensionmark Financial Group LLC Investment ManagersFinance Pensionmark Financial Group LLC (Pensionmark) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded by Troy Hammond in 2015. In 2022, they became a wholly-owned subsidiary of WIA Holdings LLC, which is ultimately owned by CB Clockwork Parent LLC. Pensionmark provides advisory services to Individuals and Retirement Plans including, 401(k) Plans, 403(b) Plans, pensions and profit-sharing plans, non-qualified plans, foundations, endowments, and corporations or other businesses.	Finance

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