Eric Naison-Phillips

Principal, Winged Keel

Eric Naison-Phillips is a Principal of Winged Keel Group. He joined the firm as a Client Relationship Associate in 2003, advancing into the role of Director of Portfolio Design before becoming a Principal in 2009. Actively focused on structuring, implementing, and servicing life insurance portfolios designed to meet the unique needs of ultra-affluent families, Eric also serves as a member of Winged Keel Group’s Executive Management Committee.

 

Eric has served as a member of M Financial Group’s Product Management Advisory committee and, in 2013, as the Conference Chairman of the 11th Annual Private Placement Life Insurance & Variable Annuities Forum, where he presented on the topic of Offshore Opportunities in the PPLI and PPVA Market. In 2014, he co-authored an article on the charitable applications of a Private Placement Variable Annuity Investment Account, published by Financial Advisor magazine.

 

A strong advocate of both the needs of his clients and the needs of his community, Eric contributes energy and efforts to causes that engage, educate, and motivate opportunities for growth. In 2006, he partnered with friends to found the Bulldogs Care Foundation (BCF), created to support young men and women as they pursue personal development through programs in athletics, education, and mentoring. He is also a member of the PASE (Partnership for After School Education) Young Professionals Committee, where he is working to build a network of young professionals interested in supporting after-school education, and The Yale University Club Committee, which awards grants to Yale students from low-income families.

 

A graduate of Yale University with a BA in American Studies, Eric was a pitcher and four-year letter winner for the Yale baseball team. He is a member of the Association for Advanced Life Underwriting (AALU), and holds FINRA Series 3, 6, and 63 securities licenses.

 

Eric lives in Brooklyn, New York, with his wife Laura, who is a member of the Paul Taylor Dance Company. Along with supporting the performing arts with his wife, Eric enjoys yoga, golf, and squash in his free time.

 

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Winged Keel Group

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