Phillip Santore

Sr. Portfolio Analyst

Phil earned his B.A. in Mathematics from Duquesne University, where he also minored in Communications. While teaching mathematics, he discovered a passion for finance and economics, which led him to earn a second bachelor’s degree in Business Finance from the University of Phoenix.

Phil is Series-7 registered and has been a valued member of Marmaras and Smith since 2011. He focuses on portfolio analysis, trading, and portfolio rebalancing, and is responsible for client reviews, asset allocation, portfolio management, security research, and overall client service.

Phil and his wife, Janel, a schoolteacher, live in Lehighton, PA with their son and dog. Outside of work, Phil enjoys sports, music, and the outdoors, particularly biking, hiking, attending concerts, and playing his acoustic guitar.

Before joining M&S, Phil spent nearly eight years teaching mathematics at an all-male juvenile detention facility, where he honed his skills in mentorship and problem-solving.

"Work-life balance keeps me healthy and helps me be a better husband, father, and employee."

– Phillip Santore

Qualifications

Areas of Expertise

  • Portfolio Analysis
  • Trading and Rebalancing
  • Asset Allocation
  • Portfolio Management

Education

  • B.A. in Mathematics – Duquesne University
  • B.A. in Business Finance – University of Phoenix Communication 
  • Series 7 / Series 63

Experience

  • Financial Planner at Marmaras & Smith since 2011
  • Mathematics teacher for 8 years

Affiliations

  • Registered administrative assistant of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Philosophy

Phil’s philosophy centers on focusing on long-term solutions rather than reacting to the day-to-day fluctuations of the market. He believes that disciplined planning, thoughtful portfolio management, and a steady approach are key to helping clients achieve their financial goals. By prioritizing long-term growth and stability over short-term market noise, Phil aims to provide clients with confidence, clarity, and strategies that stand the test of time. He views investing as a journey, one that requires patience, perspective, and a commitment to making decisions that align with each client’s unique objectives.

Philosophy

Phil’s philosophy centers on focusing on long-term solutions rather than reacting to the day-to-day fluctuations of the market. He believes that disciplined planning, thoughtful portfolio management, and a steady approach are key to helping clients achieve their financial goals. By prioritizing long-term growth and stability over short-term market noise, Phil aims to provide clients with confidence, clarity, and strategies that stand the test of time. He views investing as a journey, one that requires patience, perspective, and a commitment to making decisions that align with each client’s unique objectives.