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Biography

Mr. Phan is a Senior Associate in the San Francisco office, where he is primarily responsible for tracking and monitoring the investment performance of client portfolios and producing investment performance reports, and assisting in fund due diligence and research.

Prior to joining Cerity Partners, Mr. Phan served as Senior Associate Director of Private Markets at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026.

Learn more about my practice.

Education

  • BS – University of San Francisco

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