Jeffrey Yu Email & Phone Number
Principal @ CAPTRUST
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Jeffrey Yu Location
- Indianapolis, IN, US
Jeffrey Yu Work
- Principal @ (October 2023 - Present)
- Executive Director @ Column Capital Advisors, LLC (February 2007 - October 2023)
- Financial Advisor @ Avalon Wealth Advisory, Inc. (May 2004 - February 2007)
- Vice President and Managing Advisor @ (May 2000 - May 2004)
- General Manager @ (June 1997 - May 2000)
- Tax CPA @ George S. Olive & Co., CPA (October 1988 - May 1997)
- Staff Accountant @ (July 1985 - October 1988)
Jeffrey Yu Education
- Indiana University - Kelley School of Business
B.S. (Accounting, Finance)
1981-1985
Jeffrey Yu Skills
- Wealth Management
- Estate Planning
- Investment Management
- Individual Income tax planning
- Personal Financial Planning
Jeffrey Yu Summary
- Jeffrey Yu, based in Indianapolis, IN, US, is currently a Principal at CAPTRUST. Jeffrey Yu brings experience from previous roles at Column Capital Advisors, LLC, Avalon Wealth Advisory, Inc., BKD Wealth Advisors, LLC and Shorr Packaging. Jeffrey Yu holds a 1981 - 1985 B.S. in Accounting, Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Wealth Management, Estate Planning, Investment Management, Individual Income tax planning, Personal Financial Planning and more. Jeffrey Yu has 2 emails and 1 mobile phone numbers on RocketReach.
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