CFA Austin New Logo


Wednesday, December 1, 2021 from 12:00 PM to 1:00 PM CST
Add to Calendar 


The University of Texas Club 
2108 Robert Dedman Drive
Austin, TX 78712

Driving Directions 


CFA Society of Austin 

Wednesday, December 1st Luncheon

Post Factor Investing


Phil McInnis
Vice President, Director of Investments 
Avantis Investors By American Century Investments

 Phil is a vice president and director of investments at Avantis Investors®. In this role, Phil oversees all marketing content development surrounding Avantis' investment approach and meets regularly with advisors and institutions to discuss various investment topics and explain Avantis' investment capabilities.

Prior to Avantis Investors' establishment in 2019, Phil was a vice president and head of portfolio solutions at Dimensional Fund Advisors in Austin, TX, where he oversaw a team charged with developing content to explain Dimensional's investment approach and helping clients on topics related to asset allocation, manager evaluation, and risk budgeting. Prior to Dimensional, Phil was an Investment Consultant at Towers Watson (now Willis Towers Watson), working predominately with corporate and public defined benefit and defined contribution pension plans.

Phil earned a bachelor of business administration in finance from the Goizueta Business School at Emory University. He holds Series 7, 24 and 66 licenses.