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 LLC (Circle Peak Capital) is a private equity subsidiary of Ras Capital Partners LLC founded in 2002 by R.Adam Smith and David Louis Fogel. The firm is headquartered in New York. | 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 is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
Formación de Ellen Yan.
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Circle Peak Capital LLC
Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital LLC (Circle Peak Capital) is a private equity subsidiary of Ras Capital Partners LLC founded in 2002 by R.Adam Smith and David Louis Fogel. The firm is headquartered in New York. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
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