Phil joined Penn’s Office of Investments in 2007 and manages the public equities and fixed income investment programs for the University's endowment and pension plans Prior to joining Penn, Phil worked at T. Rowe Price for eight years in the fixed income division as a trader and analyst. He worked primarily on the municipal trading desk, helping manage several retail mutual funds and large separate accounts. From 1996 to 1999, Phil worked for Duke Management Company as an investment analyst across asset classes. Phil holds a BA from Duke University and an MBA from University of Maryland. Phil is a CFA® charterholder.

Phil Kligman
Managing Director
Penn Office of Investments
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Managing Director
Penn Office of Investments
Investment Team
Investor
Endowment
Philadelphia
Pennsylvania
United States
Sep 23, 2025
More profiles to browse
Alex Renaud
Associate
Susan Contess
Associate Director
DG
Daniela Gastner
Managing Director, Real Estate Investments
Sunil Mulani
Managing Director
You Might Like
BM
Ba Minuzzi
Founder & CEO
Umana
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation