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.
Anciens postes connus de Shana Yu
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur de la Recherche - Actions | 05/08/2010 |
Formation de Shana Yu
| Pomona College | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
