Phillip J. Strohm, MSFS

Client Advisor

Phil Strohm

Phil Strohm serves as a Client Advisor at Cresset, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families.

During his junior year of college, Phil began his career at Meristem Family Wealth as an intern where he worked alongside many of the firm’s senior partners serving large client families. Phil is adept at homing in on the essence of complicated situations, including those of C-suite executives, business owners, and first-generation wealth creators.

Phil has developed a keen understanding of the dynamics of managing multi-generational wealth and working with multiple family members. As a result of his extensive experience in the industry, Phil has gained the respect of client families and internal colleagues. Phil was recognized as a Shareholder at Meristem Family Wealth in 2020.

Phil takes his role as a trusted advisor with a strong sense of responsibility and obligation, and the families that Phil serves know without doubt that he places their best interests above all else – today and for generations to come. Born and raised in Naples, Phil moved to Minnesota in 2002 to attend St Olaf college, where he earned a bachelor’s degree in economics.

WORK EXPERIENCE

Meristem
Shareholder, 2020
Client Advisor, 2005 – present

EDUCATION

St. Olaf College
BA, Economics (2006)

The American College
MS, Financial Services (2016)

COMMUNITY INVOLVEMENT

Breakthrough Twin Cities