Phong Luu

Phong Luu, CFA

Managing Director, Portfolio Manager, Principal

A 15-year veteran of the investment management business, Phong joined Covington in 2006 from U.S. Trust. His primary focus is developing fixed income and asset allocation strategies for our clients. Phong loves hearing each client’s story, and using technology to help them meet their goals.

Education and accreditations

  • BS in Business Administration, University of California, Riverside
  • MBA in Finance, University of California, Irvine
  • Chartered Financial Analyst (CFA)

Professional associations

  • CFA Society of Los Angeles, Member
  • CFA Institute, Member

Community service

  • Council on Aging, Southern California, Board Member
  • Paul Merage School of Business, Mentor

Passions

Coaching youth sports, family, basketball, hiking

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