Philippe Khouri, MBA is the Founder and Principal Member of Pip Capital & Consulting, LLC, a boutique registered independent advisor firm specializing in active wealth management and hospitality consulting services.
With over 15 years of experience in the Casino & Hospitality industry Philippe was involved in several management functions including the oversight of large casino hotels as General Manager.
Prior to his time in the gaming industry Philippe was a licensed registered representative stock broker for Charles Schwab, and now as an independent advisor representative for Pip Capital & Consulting, actively manages client accounts focused on growth and wealth accumulation.
Series 65 Uniform Investment Adviser
MBA, Cornell University
MBA, Queen’s University
BAS, Economics from Rollins College
Joshua Streckert has over 20 years of experience in the Financial Services industry and currently holds the role of Director of Business Development for Pip Capital & Consulting, LLC. He primarily works with High-Net-Worth Individuals and Families who are seeking investment advisory services from a boutique investment advisory firm that actively manages client portfolios while providing the highest level of individualized client service.
Prior to Pip Capital & Consulting, Josh held many different roles in the financial services industry including most recently as a Financial Advisor for the Eppy Group in Fort Lauderdale, where he worked to create individualized financial plans and asset allocation strategies for Wealth Management Clients.
Prior to The Eppy Group, Josh was the Managing Partner for SJ Equity Partners, L.P., a Chicago based investment partnership, where he developed long/short equity trading strategies.
Before working for SJ Equity Partners, Josh worked for Lehman Brothers in New York where he was an Interest Rate swaps trader and previously to that a trading and risk analyst for the swaps trading desk.
Certified Investment Management Analyst (CIMA®)
Series 65 Uniform Investment Adviser, previously Series 7 and Series 63
Northwestern University, Bachelor of Science
Wharton Executive Management Education, Certified Investment Analyst Certification
CONTACT
info@pipcapitalconsulting.com
(815) 577 – 7862
DISCLAIMER
Pip Capital & Consulting, LLC is a registered investment advisor in the state of Florida. The firm may not transact business in states where it is not registered or exempted from registration. However, in most states, the firm is exempt from registration if it has fewer than six clients who are residents of that state. As such, Pip Capital & Consulting, LLC is free to provide services to residents of most states and applies for registration as required. Responses to persons or entities that involve transacting securities or investment advice for compensation will not be made without registration or exemption.