Henry Lao Email & Phone Number
Chief Investment Officer @ YTS Wealth Management
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Henry Lao Location
- Denver, CO, US
Henry Lao Work
- Chief Investment Officer @ (September 2026 - Present)
- Adjunct Faculty @ (January 2026 - Present)
- Vice President, Investments @ (October 2020 - May 2026)
- Director of Investment Research @ (April 2018 - October 2020)
- Head of Trading @ (March 2014 - April 2018)
- Senior Fixed Income Portfolio Manager @ (July 2012 - March 2014)
- Fixed Income Portfolio Manager @ (June 2010 - July 2012)
- Portfolio Accounting Associate @ (September 2009 - June 2010)
Henry Lao Education
- The Wharton School
Master of Business Administration - MBA
- UC Santa Barbara
Bachelor of Arts (Business Economics; Sports Management)
Henry Lao Skills
- Strategy
- Team Building
- Leadership
- Portfolio Management
- Wealth Management
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Investments
- Asset Management
- Fixed Income
- Alternative Investments
- Securities
- Credit Analysis
- Investment Advisory
- Investment Management
- Retirement Planning
- Analysis
- Hedge Funds
- Capital Markets
- Economics
- Financial Modeling
- Trading
- Bloomberg
- Investment Research
- Series 65
- Financial Statement Analysis
- Tactical Asset Allocation
- Manager Selection
- Chartered Financial Analyst
Henry Lao Summary
- Henry Lao, based in Denver, CO, US, is currently a Chief Investment Officer at YTS Wealth Management. Henry Lao brings experience from previous roles at University of Colorado Boulder - Leeds School of Business and Mercer Advisors. Henry Lao holds a Master of Business Administration - MBA @ The Wharton School. With a robust skill set that includes Strategy, Team Building, Leadership, Portfolio Management, Wealth Management and more. Henry Lao has 4 emails and 1 mobile phone numbers on RocketReach.
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Top YTS Wealth Management Employees
Joseph Simon
Partner and Senior Wealth Manager
McLean, VA, US
Gabriela Viragova
Chief of Staff
Export, PA, US
Stephanie Bracken
Director of Financial Planning
Export, PA, US
Mitchell Niderstros
Wealth Manager
Latrobe, PA, US
Kelsey Stormer
Branch Administrative Manager
Pittsburgh, PA, US
Joshua Yoskosky
Partner, VP of Branch Operations
McLean, VA, US
Raquel Corey
Director of Insurance
Apollo, PA, US
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