Philip is an expert in the financial services industry having successfully served over 20 years in diverse executive roles. Prior to joining TrustBank, Hotchkiss served as a Client Advisory Officer for BMO Harris Bank where he orchestrated strategic planning and wealth management for their private client division. Additionally, Mr. Hotchkiss served at Northern TrustBank as Vice President and was responsible for overseeing client solutions for high net worth individuals.
As Vice President and Senior Wealth Strategist for TrustBank Arizona, he is responsible for developing and deploying tailored investment strategies for high net worth clients, foundations and endowments.
Phil is a member of the Development Committee for the Chandler Center for the Arts and he conducts numerous presentations on the topic of Charitable and Planned Giving for many other non-profits in the Valley. Phil is also a current member of the Central Arizona Estate Planning Council and past Board Member of the Financial Planning Association of Greater Phoenix.
Hotchkiss received a Bachelor of Science in Business Administration from Menlo School of Business Administration and holds a Certified Financial Planner™ certification.