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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Phillip Toews
CEO at Toews Corporation
Speaker

Profile

Phillip Toews is the Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews. His management strategies focus on creating “investor friendly” products designed to meet investors’ economic and behavioral needs. Felipe is the founder of the Behavioral Investing Institute, an organization devoted to helping advisors manage investor behavior through market challenges.

Agenda Sessions

  • Scaling Excellence: Mastering the UHNW Client Experience

    2:50pm