Our Team

Derrick Phillips

Managing Partner


After beginning his career in the financial services industry with Paine Webber (UBS) and Prudential Securities, Derrick (Rick) Phillips founded Evesham Capital Management in 1995. He has focused his over 25 years in the industry specializing in retirement income planning and investment advisory services. Rick is an active board member Center for Family Services in South Jersey, which seeks to support families and children at risk. He is a graduate of West Virginia University.

Aaron T. Nelson

Senior Vice President, Investment Advisor


Aaron Nelson is a Partner and Senior Vice President. Prior to joining Evesham Capital Management in 1998, he worked at MetLife Financial Services, providing insurance and investment services to clients. Aaron, a Certified Employee Benefit Specialist (CEBS), brings two decades of experience in handling a broad range of services for his clients including corporate retirement plan consulting, financial planning, and investment advisory services.

Outside the office, Aaron served for 9 years on the Board of Directors for the Big Brothers Big Sisters of Camden and Gloucester Counties, as well as for Steininger Behavioral Care Services and Oaks Integrated Care. In addition, he sits on the advisory board for the Cares Institute and has volunteered for United Way Youth At-Risk Council. Aaron graduated from Rutgers University.

Cliff Brown

Senior Vice President, Wealth Management


Cliff Brown has been assisting clients with financial planning for nearly four decades. He joined Evesham Capital Management in 2002, following 28 years with John Hancock Financial Services. His professional designations include CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and membership to NAIFA (National Association of Insurance and Financial Advisors).

Cliff has been honored by the American Red Cross as a "Hero of the Heart" for having donated over 130 pints of blood. He is a Philadelphia native who has lived in South Jersey for the past 30 years. He graduated from the University of Pittsburgh, where he was the captain of the baseball team.

Al McMahon, LUTC

Vice President, Employee Benefits


A former Marine, Al McMahon has spent more than 25 years advising individuals and companies on benefits strategies. Al has worked for MetLife, First Option Health Plan, and Corporate Dynamics. He joined Evesham Capital in 2003. Al is not securities registered.

Al founded the Tri-State HRR (Human Resources Roundtable) which continues to bring together professionals from New Jersey, Pennsylvania, and Delaware. Outside the office, he is a member of the United Way Youth At-Risk Council. Al attended Trenton State College (now The College of New Jersey) and sits on the United Way Youth At-Risk Council.

Valerie McLeod

Account Services Manager


Valerie McLeod has worked as an Account Services Manager with Evesham Capital Management since 2004. She brings more than 20 years of experience working in client services for multi-national corporations.

Melinda Frontado

Account Services Representative


Melinda Frontado joined the Evesham Capital team as an Account Services Representative in 2014. She has 15 years of experience in client services. Her excellent interpersonal skills bring added value for Evesham Capital Management clients.  On a personal note, Melinda has mastered multi-tasking and mediation as a full-time mom to her three kids.