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 and 1 mobile phone numbers on RocketReach.
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