Inverness Counsel, LLC

Philip is the President and CEO, and is a member of the Investment Committee. In addition to managing portfolios for high net worth clients, he serves as a trustee and officer for various client family trusts and foundations. Prior to joining Inverness in 1992, Philip founded his own company, VideoBook, in 1989. He worked in private banking at JP Morgan from 1987 to 1990.
Philip earned a BA from Columbia University in 1987. He serves as President of the Board for SKIP of New York, a non-profit organization that focuses on restoring and maintaining the primacy of family and home for sick and/or developmentally disabled children in the state of New York.

Founded in 1967, Inverness Counsel is a privately owned investment counsel firm registered with the SEC.  Our headquarters is located in New York City and we have other offices in Utah and Connecticut.
As investment counselors, we provide continuous advice to each client to meet both short-term and long-term goals.  We recognize that each client is different and has a unique set of expectations.  For some clients, success may be measured by investment returns.  For others, success may mean preserving assets for future generations.  In addition to working with high net worth individuals, families, and trusts, Inverness has a long history of working with pension funds, endowments, and foundations.

Contact Inverness Counsel, LLC

Philip S. Lawrence
President and CEO
845 Third Ave
New York, New York  10022
Phone: 212.207.2118


Service Area

Statewide service provider in:
  • National

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