Profile
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.
Former positions of Shana Yu
Companies | Position | End |
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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. | Director of Research - Equity | 2010-08-04 |
Training of Shana Yu
Pomona College | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
- Stock Market
- Insiders
- Shana Yu