Pacific Investment Advisory

Our People

James A. Phillips, President After 24 years in the investment business, as both a Portfolio Manager and a Securities Analyst, Jim Phillips operates Pacific Investment Advisory with one goal in mind: to offer highly personalized, top-tier service to people who were no longer getting that at the larger firms.

With his experience in the investment departments of both large banks and investment firms, Jim has a proven track record growing wealth and managing assets for high net worth individuals, families and institutions. His investment background began with a stint as a security analyst evaluating individual stocks and market sectors, before managing money as a Trust Investment Officer for Security Pacific and later Sanwa Bank.

In 1992, Jim joined Bank of America as Vice President and Executive Portfolio Manager, in charge of complex Trust and family relationships, until lured away by the investment firm of Brown Brothers Harriman. As VP and Senior Portfolio Manager for Brown Brothers, Jim handled accounts for families as well as institutions and non-profits. Jim has a background in equities as well as fixed income investments, and his goal has always been to meet or exceed the performance of the S&P index.

Jim earned his BS and his MBA in Finance at the University of Southern California and is a member of the Los Angeles Society of Financial Analysts and a Certified Senior Advisor. An active member of the Pasadena Tournament of Roses Association for thirty-five years, Jim also serves on the USC Trojan Board of Directors.

Credentials: MBA, Series 66, RIA, CSA

Email: Jim@PacificInvestmentAdvisory.com

Peggy Touchstone, Operations Manager As Vice-President of Operations for National Educational Media, Peggy managed the day to day operations of a multi-million dollar international sales and distribution company. A former television writer and producer, she has over twenty years experience in both a creative and an administrative capacity, producing such shows as:

Name That Tune
You Asked For It
Truth or Consequences
Face the Music and
the CrossWits

Prior to her Hollywood years, Peggy worked with Ted Turner in his Atlanta operation as Director of Promotion and Director of Public Affairs, where she gained experience with legal and federal compliance and regulations.

Email: Peggy@PacificInvestmentAdvisory.com