Jacky Phan

Jacky Phan is currently working as an Investment Analyst at Ulrich Investment Consultants since August 2022. Prior to this, Jacky held the position of Associate Relationship Manager at CAPTRUST from July 2021 to August 2022. Before that, Jacky worked as an Investment Analyst and Intern at Covenant from May 2018 to July 2021. Jacky graduated from The University of Texas at San Antonio in 2019 with a Bachelor of Business Administration (BBA) degree in Finance, General.