Investment Analyst
Current
Aug 2022 - Present
AeroLeads people directory · profile
Jacky Phan Email & Phone Number
Investment Analyst
at
Ulrich Investment Consultants
1 work email found
@covenantmfo.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Investment Analyst
Location
San Antonio, Texas, United States
Company size
Who is Jacky Phan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacky Phan is listed as Investment Analyst at Ulrich Investment Consultants, a company with 8 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at covenantmfo.com and a matched LinkedIn profile for Jacky Phan.
Jacky Phan previously worked as Associate Relationship Manager at Captrust and Investment Analyst at Covenant. Jacky Phan holds Bachelor Of Business Administration - Bba, Finance, General from The University Of Texas At San Antonio.
Company email context
Email format at Ulrich Investment Consultants
This section adds company-level context without repeating Jacky Phan's masked contact details.
{first}.{last}@covenantmfo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jacky Phan. Compare company email patterns before reaching out.
Profile bio
About Jacky Phan
I am an Investment Analyst at Ulrich Investment Consultants where I focus on areas of fund and manager research, asset allocation, and quarterly monitoring with a focus on Alternative Investments. I originally came to Ulrich from CAPTRUST, where I provided financial planning and investment management services to individuals and families.
Current workplace
Jacky Phan's current company
Company context helps verify the profile and gives searchers a useful next step.
Ulrich Investment Consultants
4 roles
Jacky Phan work experience
A career timeline built from the work history available for this profile.
Associate Relationship Manager
Jul 2021 - Aug 2022
Investment Analyst
Covenant
May 2019 - Jul 2021
Intern
Covenant
May 2018 - May 2019
Team & coworkers
Colleagues at Ulrich Investment Consultants
Other employees you can reach at ulrichcg.com. View company contacts for 8 employees →
KM
Kailey Martinko
Colleague at Ulrich Investment Consultants
Boerne, Texas, United States, United States
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SK
Steven K.
Colleague at Ulrich Investment Consultants
Denver, Colorado, United States, United States
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EG
Evan Gerald
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
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JF
Joann Fernandez-Lapington
Colleague at Ulrich Investment Consultants
Santa Fe, New Mexico, United States, United States
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JU
John Ulrich , Cfp ®
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
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BC
Becky Crowder
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
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BM
Brent Mcdermott
Colleague at Ulrich Investment Consultants
Jacksonville, Florida, United States, United States
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DL
Doug Lippmann
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
LN
Lori Neel
Colleague at Ulrich Investment Consultants
United States, United States
View →
RC
Rebecca Crowder, Cws®, Csop
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
Kailey Martinko
Colleague at Ulrich Investment Consultants
Boerne, Texas, United States, United States
View →
SK
Steven K.
Colleague at Ulrich Investment Consultants
Denver, Colorado, United States, United States
View →
EG
Evan Gerald
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
JF
Joann Fernandez-Lapington
Colleague at Ulrich Investment Consultants
Santa Fe, New Mexico, United States, United States
View →
JU
John Ulrich , Cfp ®
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
BC
Becky Crowder
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
BM
Brent Mcdermott
Colleague at Ulrich Investment Consultants
Jacksonville, Florida, United States, United States
View →
DL
Doug Lippmann
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
LN
Lori Neel
Colleague at Ulrich Investment Consultants
United States, United States
View →
RC
Rebecca Crowder, Cws®, Csop
Colleague at Ulrich Investment Consultants
San Antonio, Texas, United States, United States
View →
1 education record
Jacky Phan education
FAQ
Frequently asked questions about Jacky Phan
Quick answers generated from the profile data available on this page.
What company does Jacky Phan work for?
Jacky Phan works for Ulrich Investment Consultants.
What is Jacky Phan's role at Ulrich Investment Consultants?
Jacky Phan is listed as Investment Analyst at Ulrich Investment Consultants.
What is Jacky Phan's email address?
AeroLeads has found 1 work email signal at @covenantmfo.com for Jacky Phan at Ulrich Investment Consultants.
Where is Jacky Phan based?
Jacky Phan is based in San Antonio, Texas, United States while working with Ulrich Investment Consultants.
What companies has Jacky Phan worked for?
Jacky Phan has worked for Ulrich Investment Consultants, Captrust, and Covenant.
Who are Jacky Phan's colleagues at Ulrich Investment Consultants?
Jacky Phan's colleagues at Ulrich Investment Consultants include Kailey Martinko, Steven K., Evan Gerald, Joann Fernandez-Lapington, and John Ulrich , Cfp ®.
How can I contact Jacky Phan?
You can use AeroLeads to view verified contact signals for Jacky Phan at Ulrich Investment Consultants, including work email, phone, and LinkedIn data when available.
What schools did Jacky Phan attend?
Jacky Phan holds Bachelor Of Business Administration - Bba, Finance, General from The University Of Texas At San Antonio.
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