Phyllis Vance, CFA

Investment Committee Member*

Phyllis has over 40 years of investment experience. During her earlier career with Principal Financial Group, she analyzed domestic stocks for eight years. Then, for over 17 years she was an analyst and portfolio manager covering international equities. During this time, she developed breadth in the financials, consumer discretionary, industrial and health care sectors. She also spent over a decade operating a commercial real estate research department, supporting underwriting of equity and mortgage investments.

As Director of Real Estate Research, she considered the impact of economic, political, financial, and real estate trends on investments. Phyllis graduated from Iowa State University. As Chief Financial Strategist, she helped establish an equity model, a specialized approach that considers quantitative valuation comparisons, as well as fundamental research.

* Part of Vision Network. Phyllis Vance is not registered with Cambridge Investment Research and cannot offer securities nor investment advice.

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