Profil
Ms. Yieh has been working with affluent individuals and their families for over 20 years.
Her extensive wealth management experience includes investment management, asset allocation, liquidity management, financial planning, trust and estate planning, mortgages and tailored credit.
She joins GenSpring's New York office as a Senior Vice President and Wealth Management Strategist from Goldman Sachs, where she was a Private Wealth Advisor.
At Goldman Sachs she invested money for her clients and helped to integrate all of their wealth management needs.
Previously, at U.S.
Trust Company she served as a Senior Vice President/Business Development Officer.
Before joining U.S.
Trust Company, she held senior positions with Citibank Private Bank, Chemical Bank's Private Banking unit and Bank of America.
Anciens postes connus de Felicia Yieh
| Sociétés | Poste | Fin |
|---|---|---|
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/10/2008 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Chemical Bank (Detroit, Michigan)
 Chemical Bank (Detroit, Michigan) Regional BanksFinance Chemical Bank provides financial services. The company is headquartered in Midland, MI. | Corporate Officer/Principal | - |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 3 |
|---|---|
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Chemical Bank (Detroit, Michigan)
Chemical Bank (Detroit, Michigan) Regional BanksFinance Chemical Bank provides financial services. The company is headquartered in Midland, MI. | Finance |
