Philip Salice

Phil Salice provides financial and investment advice to high-net-worth individuals, business owners, and a wide range of people across the country including executives, doctors, lawyers, finance professionals, community leaders, and his family and friends.

Phil built his career at the intersection of complex capital markets and investment strategy. He began at Harris Williams, where he advised clients on mergers and acquisitions in the healthcare and life sciences sectors, before joining Carousel Capital, a leading middle-market private equity firm. He later served on Barings' Global Private Finance team, where he focused on private credit and financing solutions for sponsor-backed and privately held companies.

Phil was raised in Charlotte, NC, and is a proud Tar Heel. He earned his bachelor’s degree in business from the Kenan-Flagler Business School at UNC Chapel Hill, graduating summa cum laude. Outside of work, he enjoys spending time with family and friends, playing pick-up soccer, and staying active in his local church.

Phil understands that behind every portfolio is a real person, a real family, and a life being built. He views wealth management as a deeply personal responsibility to steward his clients’ wealth with care, discipline, and rigor.