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Dan Yu
Director Ejecutivo en
Hillcrest Wealth Advisors NY LLC
.
Perfil
Mr. Danny A. Yu is a Chief Executive Officer & Managing Principal at Hillcrest Wealth Advisors NY LLC.
He provides services to high net worth individuals, and has served executives and employees at many Fortune 1000 companies.
His consulting services include investment asset allocation design and drafting tailored investment policy statements, analyzing clients’ overall balance sheet, cash flow position and modeling future asset accumulation, comprehensive goals-based financial plans and implementation strategies.
Prior to founding the firm, Mr. Yu was the managing principal with EisnerAmper Wealth Advisors, LLC a subsidiary of EisnerAmper LLP in New York City.
He was a Senior Manager at KPMG LLP and PricewaterhouseCoopers LLP in the firms’ New York City business units.
He was formerly a financial analyst at Chase Manhattan Bank in the Global Investor Services Practice and the Latin America Private Banking Practice.
Mr. Yu is a graduate of Fordham University with a B.S.
in Accounting.
He is a member of the Financial Planning Association and Investment & Wealth Institute.
Cargos activos de Dan Yu
| Empresas | Cargo | Inicio |
|---|---|---|
Hillcrest Wealth Advisors NY LLC
 Hillcrest Wealth Advisors NY LLC Investment ManagersFinance Hillcrest interviews prospective clients to examine their cash flow needs, income tax situation and risk profile to determine the appropriate asset allocation mix. The allocation mix is established based on each client’s goals and objectives and is typically documented in an IPS. They mitigate asset class, equity securities, and management risk by diversifying the client's investment holdings and using Exchange Traded Funds (ETFs), mutual funds, and separate managed accounts. | Director Ejecutivo | - |
Antiguos cargos conocidos de Dan Yu.
| Empresas | Cargo | Fin |
|---|---|---|
EisnerAmper LLP
 EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, auditing, tax, advisory and outsourcing services | Corporate Officer/Principal | 31/12/2016 |
Formación de Dan Yu.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
12
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
EisnerAmper LLP
EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, auditing, tax, advisory and outsourcing services | Commercial Services |
Hillcrest Wealth Advisors NY LLC
Hillcrest Wealth Advisors NY LLC Investment ManagersFinance Hillcrest interviews prospective clients to examine their cash flow needs, income tax situation and risk profile to determine the appropriate asset allocation mix. The allocation mix is established based on each client’s goals and objectives and is typically documented in an IPS. They mitigate asset class, equity securities, and management risk by diversifying the client's investment holdings and using Exchange Traded Funds (ETFs), mutual funds, and separate managed accounts. | Finance |
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