Eric Naison-Phillips is a Principal of Winged Keel Group and a member of the firm’s Executive Management Committee. He joined Winged Keel as a Client Relationship Associate in 2003, advancing into the role of Director of Portfolio Design before becoming a Principal in 2009. Actively focused on structuring, implementing, and servicing life insurance portfolios designed to meet the unique needs of ultra-affluent families, Eric’s area of expertise is in the complex application of both traditional and private placement life insurance arrangements.
A frequent speaker, Eric has presented on the topics of Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVA), Insurance-Dedicated Funds (IDFs), and the advanced applications of traditional life insurance at industry conferences, hedge fund round-tables, private family office events in New York and San Francisco, and at the 2016 Robin Hood Investors Conference.
In 2013, he served as the Conference Chairman of the 11th Annual Private Placement Life Insurance & Variable Annuities Forum. He has also co-authored articles on the use of term insurance as a liquidity hedge, and on charitable applications of PPVA Investment Accounts for the online journals of Trusts & Estates and Financial Advisor magazines. Eric serves on the Board of Directors of M Financial Group, one of the nation’s leading insurance design and distribution organizations for ultra-affluent clientele. A strong advocate of both the needs of his clients and the needs of his community, Eric contributes energy and efforts to causes that engage, educate, and motivate opportunities for growth. In 2006, he partnered with friends to found the Bulldogs Care Foundation (BCF), which supports young men and women as they pursue personal development through programs in athletics, education, and mentoring.
He is also a standing member of The Yale University Club Committee, which awards grants to Yale students from low-income families, and a former member of the PASE (Partnership for After School Education) Young Professionals Committee. In 2016, he joined his wife Laura—a member of the Paul Taylor Dance Company—as a founding member of TaylorNEXT, which works to expand accessibility of unique, behind-the-scenes experiences to young patrons. A graduate of Yale University with a BA in American Studies, Eric was a pitcher and four-year letter winner for the Yale baseball team. He is a member of the Association for Advanced Life