CHRISTIAN COVEY

CHRISTIAN COVEY

Chief Investment Officer | Wealth Advisor | Managing Partner

Christian discovered his passion for investing when he opened his first brokerage account at 16 years old. He went on to get a BA in Finance from Brigham Young University and interned as a summer investment analyst at Corient Capital Partners in Newport Beach, California. At his previous firm in Provo, Utah, Christian acted as the Director of Investments. His duties included designing, overseeing, and managing portfolios for over $300M in assets.  Christian particularly enjoys portfolio construction and management, as well as helping clients maintain a long-term focus. Christian particularly enjoys portfolio construction and management, as well as helping clients maintain a long-term focus.

In addition to investing, Christian loves family, fishing, basketball, and football. He played a year of college basketball at BYU Hawaii and was the quarterback on his high school football team (at nearby Timpview High School). Christian spent two years in Romania as a volunteer for his Church. Christian enjoys going fishing so that he can explore the great outdoors, and he looks for fish in every stream and river he passes. Christian lives in Orem with his wife and two kids. Christian holds FINRA Series 7, 65, and 66 licenses.