Jeffrey Yu Email & Phone Number
Principal @ CAPTRUST
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Jeffrey Yu Location
- Indianapolis, IN, US
Jeffrey Yu Work
- 2023 -now Principal @
- 2007 -2023 Executive Director @ Column Capital Advisors, LLC
- 2004 -2007 Financial Advisor @ Avalon Wealth Advisory, Inc.
- 2000 -2004 Vice President and Managing Advisor @
- 1997 -2000 General Manager @
- 1988 -1997 Tax CPA @ George S. Olive & Co., CPA
- 1985 -1988 Staff Accountant @
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 on RocketReach.
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Top CAPTRUST Employees
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
John Martin
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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