Tristan Phan

Investment Analyst | Sarmaya Partners

tristan@sarmayapartners.com

Tristan Phan is an Investment Analyst at Sarmaya Partners.

Based in Samford, Connecticut, Tristan is an Investment Analyst at Sarmaya Partners and a recent graduate from the University of Texas at San Antonio, where he earned a BBA in Cybersecurity. He brings a unique blend of technical expertise and financial insight, with hands-on experience in equity research, algorithm development, and macro strategy. Tristan’s ability to turn data into actionable investment ideas makes him a valuable addition to the team.

Prior experience:

Hedgeye Risk Management – Energy Research Intern, where he built financial models and developed proprietary tools to streamline workflows across research sectors. His work contributed to a product now in development for broader market use.

CFA Research Challenge – Led UTSA’s team to a top 40 global finish out of over 1,000 teams, producing a professional-grade equity research report and presentation.

UTSA Investment Society – Winner of the university’s stock trading competition, using a high-frequency strategy informed by macroeconomic risk frameworks.

Tristan is passionate about the intersection of data, markets, and strategy, and is excited to contribute to Sarmaya’s mission of delivering thoughtful, research-driven investment solutions.