Philip Todd Kirshman

Current Employers

Employment History

• 02/2014 → 02/2020
  Cornerstone Capital Inc
  Denver, CO
• 06/2015 → 01/2017
  Strategic Marketing Solutions Ltd., Llc
  Mill Valley, CA
• 02/2020 → Present
  Impact Metropolis
  Denver, CO
• 12/2020 → 09/2021
  Syntrinsic Investment Counsel, Llc
  Denver, CO

Previous Registrations

• 2021-02-10 → 2021-09-23
  Syntrinsic Investment Counsel, Llc.
  Denver, CO
• 2014-12-12 → 2020-03-05
  Cornerstone Capital Inc.
  Engelwood, NJ
• 2014-12-12 → 2015-12-31
  Cornerstone Capital Inc.
  Denver, CO
  Denver, CO
• 2008-07-21 → 2014-02-18
  Ubs Financial Services Inc.
  Boulder, CO
  Boulder, CO
• 2008-04-04 → 2008-07-15
  Financial West Group
  Denver, CO
  Westlake Village, CA
  San Leandro, CA
• 1999-03-04 → 2004-02-06
  Wells Fargo Clearing Services, Llc
  Denver, CO

Other Businesses

2016-present. Board of Directors; Calvert Impact Capital; 7550 Wisconsin Avenue, 8th Floor, Bethesda, Maryland 20814. Mr. Kirshman is a Director serving in a volunteer capacity. Serves on the Governance Committee and also serves as Chairperson of their Pension Committee. No involvement guiding or making investment decisions. Time obligation: quarterly board meetings (approximately 4 days/year).

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-10
• S63 Uniform Securities Agent State Law Examination
  1993-02-04

Designations