As Senior Analyst, Private Debt & Equity Portfolio Management, Phil Bodenschatz is responsible for reporting on, analyzing, rating, and pricing Ë¿¹ÏÊÓƵAPP’s private debt and equity investments, including direct and private equity fund investments.
Phil joined Ë¿¹ÏÊÓƵAPP in 2022 as part of the investment accounting department, where he was responsible for performing detailed review and analysis of investment income data and reports, as well as assisting with the quarterly investment impairment and write-down process for all Ë¿¹ÏÊÓƵAPP investments.
Prior to joining Ë¿¹ÏÊÓƵAPP, Phil was a financial analyst for Precoat Metals. In this metal manufacturing company, he provided month-end financial analysis, monthly forecasting, and long-term planning and budgeting.
Prior to Precoat, Phil was with BKD, LLP, a public accounting firm, where he provided audit and advisory services for mid-size private companies.
Phil received his Bachelor of Science in Accounting and Finance from Drury University and is a Certified Public Accountant.
