Our Team

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...

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...

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...

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...

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 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...