PHILLIPS (PSX)
Sector: Energy
| Ticker | Position | Age | Qualifications and Experience | Committee Memberships | Filing Year |
|---|---|---|---|---|---|
Sector: Energy
| Ticker | Position | Age | Qualifications and Experience | Committee Memberships | Filing Year |
|---|---|---|---|---|---|
Director information for PSX
| Ticker | Position | Age | Qualifications and Experience | Committee Memberships | Filing Year |
|---|---|---|---|---|---|
| PSX | Former Head of Energy Research at Evercore ISI; Former Head of Global Energy at Evercore ISI | 64 | ["Leading industry expert", "Depth of research into energy company capital management models", "Formerly served as Head of Global Energy at Evercore ISI", "Advised on large mergers while at Morgan Stanley", "Lead analyst on large energy IPOs", "Named #1 or #2 Integrated Oil analyst in Institutional Investor poll twenty times", "Managed Putnam Investments\u2019 energy mutual fund", "Gained industry operating and risk management experience as an engineer"] | ["A&F", "CP", "PSC"] | 2026 |
Biography sourced from the proxy statement filing.
Former Head of Global Energy at Evercore ISI Independent: Yes Age: 64 Director since: 2021 Committees: A&FC PPSC Key Skills: Selected Skills and Experience Supporting Oversight of Phillips 66: Mr. Terreson is a leading industry expert whose career has spanned a rare combination of operations, buy-side and sell-side roles His depth of research into energy company capital management models and incentive compensation systems, which catalyzed significant shareholder value creation within the industry, has informed Phillips 66 s development of and progress toward achieving its strategic priorities He formerly served as Head of Global Energy at Evercore ISI, where he covered the Integrated Oil, Exploration and Production and Refining and Marketing sectors During his tenure at Morgan Stanley, the firm advised on some of the largest mergers in the industry, including BP and Amoco, Chevron and Texaco, and Conoco and Phillips, providing the Board unparalleled global investment and transactional expertise Also during his time at Morgan Stanley, he served as lead analyst on some of the largest energy IPOs ever in North America (Conoco), Europe (Statoil), and Asia (Sinopec) During his career, he was named the #1 or #2 Integrated Oil analyst in the Institutional Investor poll a record twenty times Earlier in his career, Mr. Terreson managed Putnam Investments energy mutual fund, which enables him to bring a differentiated investor perspective to the Board Before entering the investment industry, he gained valuable industry operating and risk management experience as an engineer with Schlumberger NV on the U.S. Gulf Coast In 2024, Mr. Terreson authored a book, Can't Deny It , in which he offers perspectives based on his valuable experience in the energy industry Career Highlights: Evercore ISI , a premier global independent investment bank Head of Global Energy (2009 to 2021) Morgan Stanley , a multinational investment bank and financial services firm Head of Global Energy Group (1993 to 2008) Putnam Investments , a global money management firm Principal, Portfolio Manager for Global Energy Fund (1991 to 1993) Schlumberger NV , an oilfield services company Engineer (1984 to 1987)