Our Founder
Jacob Phillips
Jacob Phillips is a resourceful & thoughtful business development executive. Originally from the Midwest, he brings that work ethic to the West Coast. Trained by some of the best firms on Wall Street, Goldman Sachs & First Trust Portfolios, he has the unique ability to block out noise and deliver high quality, tailored deal flow to his clientele. Jacob has evaluated and recommended tens of thousands of investments over his career, including and not limited to private placements, mutual funds, structured products, private equity, hedge funds, & ETFs. WLC’s strict discipline around which projects they represent pays dividends to their investor base. Jacob has also been a seasoned angel investor with his personal capital. He resides in Hermosa Beach, California. Jacob enjoys golfing, mountain activities & spending time with his three siblings/their family; he looks forward to a family of his own soon!
