![Ellen Yan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ellen Yan
Inversor de Capital Privado en
Circle Peak Capital LLC
.
Perfil
Ms. Ellen Yan is a Principal at Circle Peak Capital LLC.
Prior to Circle Peak, she was employed as an investments associate at Citi Private Bank, in its Investment Lab.
In this role, she was solely dedicated to developing and delivering comprehensive financial planning strategies to address HNW and UHNW clients' wealth management goals, including cash flow needs, asset allocation, retirement goals, education planning and estate planning strategies.
Ms. Yan received her BA in Political Science from Columbia University, and is currently in the Columbia Business School MBA program.
Cargos activos de Ellen Yan
| Empresas | Cargo | Inicio |
|---|---|---|
Circle Peak Capital LLC
 Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements. | Inversor de Capital Privado | 27/06/2011 |
Antiguos cargos conocidos de Ellen Yan.
| Empresas | Cargo | Fin |
|---|---|---|
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Corporate Officer/Principal | - |
Formación de Ellen Yan.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
24
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Finance |
Circle Peak Capital LLC
Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements. | Finance |
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