Profil
Mr. Phong Luu, CFA MBA, is a Managing Director at Covington Capital Management.
He has over 15 years of experience in the investment management industry.
He focuses on fixed income and asset allocation strategies.
Mr. Luu joined Covington in 2006 from U.S.
Trust Company, N.A.
Mr. Luu graduated from the University of California, Riverside with a BS in Business Administration and received his MBA in Finance from the University of California, Irvine.
He is a Chartered Financial Analyst charterholder and a member of the CFA Society of Los Angeles and the CFA Institute.
Anciens postes connus de Phong Luu
| Sociétés | Poste | Fin |
|---|---|---|
Covington Capital Management
 Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Portfolio Manager-Fixed Income | 01/09/2022 |
Formation de Phong Luu
| University of California | Undergraduate Degree |
| Paul Merage School of Business | Masters Business Admin |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Finance |
