Profil
Ms. Yu joined Bel Air Investment Advisors LLC in 2006 and is responsible for manager research in traditional equities and alternative investments.
She has extensive experience in asset allocation modeling and asset manager evaluation.
She is an advisor to the New Millennium Secondary School, the first charter school in Carson City, California.
She is also an active volunteer for both Asians for Miracle Marrow Matches and Project Sunshine.
Ms. Yu received a B.A.
in Public Policy Analysis-Economics from Pomona College.
In furthering her education, she has completed Level I of the CFA exam.
Ehemalige bekannte Positionen von Shana Yu
Unternehmen | Position | Ende |
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Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Direktor der Forschung - Eigenkapital | 05.08.2010 |
Ausbildung von Shana Yu
Pomona College | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations. | Finance |