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Philip W. Warner, Jr. Managing Director, Principal, Private Wealth Management, Private Banking


As a Senior Relationship Manager, Philip Warner is responsible for family and institutional relationships domestically and abroad, primarily advising clients on their multi-family office needs. In cases where families own private businesses, the relationship may also include lending or corporate advisory.

Before joining the firm in 2003, Philip worked in the equities division of Goldman Sachs, where he advised institutional clients investing both in international and U.S. equities.

Philip is a volunteer with the Memorial Sloan Kettering Cancer Center Dream Team and on the Planned Giving Council for New York-Presbyterian Hospital. He is a graduate of Trinity College.