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Preston Phillips
Partner at Peterson Partners
Salt Lake City, Utah
Overview
Preston Phillips is a Partner at Peterson Partners in Salt Lake City, Utah, with a background in investment banking and private equity. He has held various leadership roles within the firm, showcasing his expertise in deal sourcing, due diligence, and portfolio management.
Phillips has a strong track record of success in the financial industry, having progressed from Investment Banking Analyst at Credit Suisse to Partner at Peterson Partners, where he focuses on investing in FinTech and SaaS companies at Series A and Seed stages in the Colorado and Utah regions.
Work Experience
Partner
2024 - Current
Principal
2022 - 2024
Vice President
2019 - 2022
Senior Associate
2019 - 2019
Peterson Partners is an independent investment management firm with assets under management across a variety of alternative asset classes
Senior Associate
2018 - 2019
Associate
2016 - 2018
Investment Banking Analyst
2014 - 2016
Credit Suisse Group is a financial services company that advises clients in all aspects of finance.
Investment Banking Summer Analyst
2013 - 2013
Financial Sponsors Group
Investment Banking Summer Analyst
2012 - 2012