Phong Luu

Consumer Services

Finance

Profile

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.

Former positions of Phong Luu

Companies	Position	End
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	2022-08-31

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Training of Phong Luu

University of California	Undergraduate Degree
Paul Merage School of Business	Masters Business Admin

Experiences
Positions held

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Private companies

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Linked companies

Private companies	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