Philip Malitas
Senior Associate, Client Service
Phil is a Senior Client Service Associate responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include account administration, processing new and existing client paperwork, and assisting clients with day-to-day service requests. Phil earned his bachelor’s degree in finance from Villanova University. Outside of the office, Phil enjoys cooking, watching the Philly sports teams, and spending time with family and friends.