![Daniel Andrew Yu](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Daniel Andrew Yu
Directeur en chef des Investissements chez 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.
Postes actifs de Daniel Andrew Yu
Sociétés | Poste | Début |
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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. | Directeur en chef des Investissements | 31/12/2015 |
Formation de Daniel Andrew Yu
University of Richmond | Undergraduate Degree |
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Relations au 1er degré
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Entreprise privées | 1 |
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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 |