Daniel Andrew Yu

Direttore degli Investimenti presso REDW Wealth LLC

Finance

Consumer Services

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

Società	Posizione	Inizio
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.	Direttore degli Investimenti	31/12/2015

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Formazione di Daniel Andrew Yu

University of Richmond

Undergraduate Degree

Esperienze
Posizioni ricoperte

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Inattive

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Aziende private

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Aziende private	1
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