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Philip Clark Loomis

Philip Clark Loomis, American investment executive. Chartered Financial Analyst. Member New York Society Security Analysts, Association for Investment Management and Research.

Background

  • Loomis, Philip Clark was born on September 24, 1926 in Plainville, Connecticut, United States. Son of Winfield Hathaway and Lucy Erma (Clark) Loomis.

  • Education

    • Bachelor in Economics, Yale University, 1949. Master of Business Administration in Finance with distinction, Wharton School University Pennsylvania, 1950.

    Career

    • Trust investment specialist Northern Trust Company, Chicago, 1950-1954. Investment analyst, portfolio manager Hartford (Connecticut) Insurance Group, 1954-1961. Partner/director of research Eastman, Dillon Union Securities, New York City, 1961-1966.

      Partner-in-charge, research services division Francis I. duPont & Company, 1967-1970. Vice president research Dean Witter & Company, 1971-1973. Vice president, director research Reynolds Securities, Inc., 1974-1978.

      Director Office of Securities Markets Policy, Department Treasury, Washington, 1978-1981. Freelance consultant New York City, 1981-1989. Independent consultant and money manager, since 1989.

    Major achievements

    • Chartered Financial Analyst.

    Membership

    Member New York Society Security Analysts, Association for Investment Management and Research.

    Personality

    Interests

    Music, opera, ballet, do-it-yourself projects, travel.

    Connections

    • Married Jean Ann Slater, 1950 (divorced 1970). Children: Philip Clark Junior, Leslie Jean, Martha Lynn. Married Greta Elaine Gustafson, 1970.
    • father: Winfield Hathaway Loomis
    • mother: Lucy Erma (Clark) Loomis
    • spouses: Jean Ann Slater
    • Greta Elaine Gustafson
    • children: Philip Clark Junior Loomis
    • Leslie Jean Loomis
    • Martha Lynn Loomis
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    Born September 24, 1926
    Nationality
    • 1949
      Yale University
    • 1950
      Wharton School University Pennsylvania
    • 1950 - 1954
      Trust investment specialist, Northern Trust Company
      Chicago, Illinois, United States
    • 1954 - 1961
      investment analyst, Hartford (Connecticut) Insurance Group
    • 1954 - 1961
      portfolio manager, Hartford (Connecticut) Insurance Group
    • 1961 - 1966
      partner/director of research Eastman
    • 1967 - 1970
      partner-in-charge
    • 1971 - 1973
      vice president, research Dean Witter & Company
    • 1974 - 1978
      vice president, research Reynolds Securities
    • 1974 - 1978
      director, research Reynolds Securities
    • 1978 - 1981
      director, Office of Securities Markets Policy
      Washington, United States
    • 1981 - 1989
      freelance consultant, New York City
    • 1989
      independent consultant, and money manager
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