Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.