Phyllis serves as Vice President and Portfolio Operations Manager at 1900 Wealth Management, where she oversees the firm’s trading strategy and investment operations,. She plays a key role in ensuring accuracy across investment-related communications and transactions.
With more than 25-years of experience in investment management, Phyllis brings deep expertise in fixed income trading and portfolio operations. Before joining 1900 Wealth Management, she worked for three different banks and later transitioned into private investment advising, where she spent more than 20-years refining her skills in client service, trading, and operational excellence.
Phyllis earned a Bachelor of Science in Finance from Louisiana State University and holds a Series 65 License.
Experience & History
- Vice President, Portfolio Operations Manager – 1900 Wealth Management
- Portfolio Manager and Trader – Orleans Capital Management
- Vice President, Taxable Bond Trader – Whitney National Bank
- Investment Representative – Parish National Bank
- Taxable Bond Trader, Institutional Investments – First National Bank of Commerce
- Institutional Fixed Income Salesperson – First National Bank of Commerce
- Series 65 License
- Bachelor of Science in Finance – Louisiana State University