Daniel Andrew Yu
Chief Investment Officer bei REDW Wealth LLC
Profil
Mr. Daniel A.
Yu, CFA, is a Chief Investment Officer at REDW Wealth LLC.
He joined REDW Wealth in 2013 following 18 years of investment experience.
As Chief Investment Officer, he is a voting member and Chair of the REDW Wealth Investment Committee.
He leads the research team and is responsible for the overall investment process including investment analysis, research, portfolio management, and asset allocation.
He served as a research director for 13 years at a national investment firm where his duties included investment management, client services and portfolio construction.
He also has experience as a credit analyst specializing in fixed income securities analysis.
He received his undergraduate degree from the University of Richmond.
Aktive Positionen von Daniel Andrew Yu
| Unternehmen | Position | Beginn |
|---|---|---|
REDW Wealth LLC
 REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. | Chief Investment Officer | 31.12.2015 |
Ausbildung von Daniel Andrew Yu
| University of Richmond | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
REDW Wealth LLC
REDW Wealth LLC Investment ManagersFinance REDW Wealth LLC (REDW) is a SEC-registered investment adviser headquartered in Albuquerque, New Mexico. The firm was founded in 1997 and is a subsidiary of REDW LLC. REDW provides personalized confidential financial planning, investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. | Finance |
