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One of Covington’s greatest strengths is the ability to attract, challenge, motivate and reward talented professionals who do superior work for our clients. We have established a collegial and entrepreneurial culture with strong leadership, complementary strengths and insights, and both broad and deep investment capabilities.


Biographies

  • Louis P. Abel, CFA, CAIA,

    Senior Vice President
  • Rozeta Abovian, CTFA,

    Senior Vice President
  • Gary H. Arakawa, CFA, CFP®,

    Managing Director
  • Richard E. Azarloza, CFA, CFP®,

    Chief Executive Officer
  • Craig B. Burger, CFA,

    Managing Director
  • Cecilia C. Chen, CFA,

    Senior Vice President
  • Blake Chien, CFA,

    Vice President
  • Katrin B. Doyle,

    Managing Director
  • Rebecca K. Dutka, CFA,

    Managing Director
  • Jeffrey L. Glassman, Esq.,

    Chairman
  • Thomas M. Giddings,

    Senior Vice President
  • Delia M. Hernandez,

    Senior Vice President
  • Amy E. Lange, CFA,

    Managing Director
  • Dwight Liu,

    Chief Financial Officer
  • Phong Luu, CFA,

    Managing Director
  • Javier Ordaz,

    Vice President
  • Scott M. Swanson, CFA,

    Managing Director
  • Sue Takano,

    Administrative Assistant
  • Traci A. Torok,

    Marketing Officer
  • Andy Vo,

    Assistant Vice President
  • Todd J. Walklett, CFA, CFP®,

    Managing Director
  • Kim E. Wilkinson,

    Managing Director
  • Susan A. Wolf,

    Managing Director & Business Development Officer

Advisory Board

  • W. Peter Bohn

  • Gerald Chaleff, Esq.

  • John F. Cooke

  • Nanxi Liu

  • N. John Snider

  • David L. Swartz, CPA

  • Nichol Whiteman

  • Peter Woo

  • Why Covington?
  • Investment Approach
  • Benefits of Independence

Why Covington?

SERVICE A long-term record of providing personalized advice with high standards of integrity and fiduciary execution.
PEOPLE The opportunity to develop long-term, one-on-one relationships with talented and motivated professionals.

PHILOSOPHY Our goal is to protect and grow capital through a disciplined investment approach emphasizing consistent returns through active management.

FOCUS Our sole focus is providing unbiased investment and fiduciary advice without an unwieldy bureaucracy.

Investment Approach

Covington’s client-centric approach begins with a clear understanding of investment objectives and circumstance – focusing on return expectations, risk tolerance, cash flow requirements, time horizon, liquidity and taxes.

We believe tempered risk, disciplined security selection, appropriate diversification, and a long-term focus serve client interests best.

Benefits of Independence

As a privately held firm, client interests come first. We are exclusively focused on investment and fiduciary advice and allocate our resources directly towards activities which benefit our clients.

Covington is committed to providing consistent client service, direct access to our experienced investment professionals, and management stability.

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