Daniel Andrew Yu

Daniel Andrew Yu

Direttore degli Investimenti presso REDW Wealth LLC

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Profilo

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.

Posizioni attive di Daniel Andrew Yu

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Direttore degli Investimenti 31/12/2015
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Formazione di Daniel Andrew Yu

University of Richmond Undergraduate Degree

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