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Biography

Phong is a Principal in the Los Angeles office.

Prior to joining Cerity Partners, Phong served as a Managing Director, Portfolio Manager, and Principal at Covington Capital Management. A 15-year veteran of the investment management business, Phong joined Covington in 2006 from U.S. Trust. His primary focus at Covington was developing fixed income and asset allocation strategies for clients. Phong loves hearing each client’s story and using technology to help them meet their goals.

Phong is passionate about coaching youth sports, his family, basketball, and hiking.

Learn more about my practice.

Education

  • B.S. in Business Administration from the University of California, Riverside
  • MBA in Finance from the University of California, Irvine

Highlights

  • Chartered Financial Analyst (CFA)
  • Member of the CFA Society of Los Angeles
  • Member of the CFA Institute
  • Board Member for the Council on Aging, Southern California
  • Mentor at the Paul Merage School of Business at the University of California, Irvine

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.