2021

Press Releases

Learn about our latest milestones and business engagements.

August 19, 2021

RJ Bell Earns Designation Chartered Financial Analyst® (CFA®)

Phoenix is proud to announce that RJ Bell, Associate of Phoenix Management Services, has earned the designation of Chartered Financial Analyst® (CFA®) from the CFA Institute. Considered one of the highest distinctions in the investment management profession, the recognition of CFA demonstrates RJ’s continuous dedication to his professional career in the financial industry. RJ is […]

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July 29, 2021

Phoenix Welcomes, Middle Market Investment Banking Specialists, Steven Rosenblum and Steven Warsaw

July 28, 2021

Join the Phoenix Management Team

July 19, 2021

Marc Sullivan to Moderate Private Directors Association’s Webinar

June 17, 2021

Phoenix News & Updates

May 19, 2021

Phoenix Lending Survey Results Reveals Optimism in the U.S. Economy

April 28, 2021

Eliana Lopez Featured in ABF Journal

April 8, 2021

Marc Sullivan Earns Series 79

March 29, 2021

Rick Szekelyi Earns Designation Certified Turnaround Professional (CTP)

March 17, 2021

Phoenix Lending Survey Results Reveals the Third Stimulus Package Will Cause Inflationary Pressure in the U.S. Economy

February 9, 2021

Kyle Landis Has Been Promoted to Senior Analyst

February 2, 2021

RJ Bell Has Been Promoted to Associate

January 26, 2021

Kevin Doyle Has Been Promoted to Associate

January 21, 2021

Sean Rieder Earns Series 79

January 14, 2021

Marc Sullivan Earns Designation Certified Turnaround Professional (CTP)

January 12, 2021

Phoenix Year End Review

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