Phan Phan Duong

Consumer Services

Finance

Profile

Phan Phan Duong worked as a Senior Associate at Avalon Advisors LLC from 2022 to 2023.
Prior to that, they received an undergraduate degree from Nanyang Technological University in 2009 and an MBA from The University of Chicago Booth School of Business in 2016.

Former positions of Phan Phan Duong

Companies	Position	End
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.	Analyst-Equity	01/01/2022

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Training of Phan Phan Duong

Nanyang Technological University	Undergraduate Degree
The University of Chicago Booth School of Business	Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	1
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.	Finance