Phillip Chou

Managing Director

949.910.7888

pchou@trefethenib.com

  • Responsible for originating, managing and executing client engagements.
  • 15 years of experience in M&A, corporate finance, valuation, restructuring and corporate strategy / development.
  • Founder and Managing Director of Ambrose Advisors, an ESOP-focused middle-market investment banking firm with two offices in California and one in Washington, DC. He executes ESOP buyout transactions for Ambrose.
  • Responsible for the execution of approximately 50 engagements as the Executive Director at Eureka Capital Partners, a middle-market investment banking firm with offices in California and New York focused on providing M&A and financial advisory services to companies in the industrial, consumer, technology and healthcare sectors.
  • Vice president at BCC Partners, a boutique investment banking firm.
  • Portfolio manager for Far East National Bank, a U.S. subsidiary of a leading commercial bank in the Greater China region.
  • Analyst at Ballenger Cleveland & Issa, a boutique consulting practice specializing in turnaround and distressed engagements.
  • Corporate leadership development program at Pacific Century CyberWorks, the largest telecommunications service company in Hong Kong, where he focused on corporate finance and strategic planning.
  • Masters in Business Administration from the University of California, Irvine.
  • Bachelor of Arts in Economics from the University of California, Berkeley.
  • Registered General Securities (Series 7) and State Securities (Series 66) through FINRA.