AeroLeads people directory · profile
Bradley Yu, Cpa, Cfp® Email & Phone Number
Senior Consultant and Relationship Manager
at
CAPTRUST
1 work email found
@columncapital.com
2 phones found area 317
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Consultant and Relationship Manager
Location
Indianapolis, Indiana, United States
Company size
Who is Bradley Yu, Cpa, Cfp®? Overview
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Quick answer
Bradley Yu, Cpa, Cfp® is listed as Senior Consultant and Relationship Manager at CAPTRUST, a company with 1713 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at columncapital.com, phone signal with area code 317, and a matched LinkedIn profile for Bradley Yu, Cpa, Cfp®.
Bradley Yu, Cpa, Cfp® previously worked as Senior Consultant/Relationship Manager at Captrust and Wealth Manager at Column Capital Advisors, Llc. Bradley Yu, Cpa, Cfp® holds Bachelor'S Degree, Accounting And Finance from Indiana University Bloomington.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Bradley Yu, Cpa, Cfp®'s masked contact details.
*@columncapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bradley Yu, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bradley Yu, Cpa, Cfp®
I joined CAPTRUST in 2023 from Column Capital and serve as a senior consultant and relationship manager. I serve high-net-worth individuals and families by providing comprehensive financial planning and investment management services.Prior to joining the firm, I spent three years at KPMG. I hold a Bachelor of Science degree in accounting and finance from Indiana University as well as the designations of Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™.Outside of the office, I enjoys playing tennis and pickleball and spending time with my wife and our mini goldendoodle, Sushi.
Listed skills include Time Management, Management, Team Leadership, Microsoft Excel, and 15 others.
Current workplace
Bradley Yu, Cpa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
8 roles
Bradley Yu, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Consultant/Relationship Manager
Current
Oct 2023 - Present
Wealth Manager
Column Capital Advisors, Llc
Jul 2022 - Oct 2023
Wealth Advisor
Column Capital Advisors, Llc
Jul 2020 - Jul 2022
Senior Audit Associate
Jul 2019 - Jul 2020
Audit Associate
Sep 2017 - Jul 2019
Vice President
Apr 2016 - Apr 2017
Audit Intern
Jun 2016 - Aug 2016
2 education records
Bradley Yu, Cpa, Cfp® education
Bachelor'S Degree, Accounting And Finance
Indiana University Bloomington
Honors Diploma
Lawrence North High School
FAQ
Frequently asked questions about Bradley Yu, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bradley Yu, Cpa, Cfp® work for?
Bradley Yu, Cpa, Cfp® works for CAPTRUST.
What is Bradley Yu, Cpa, Cfp®'s role at CAPTRUST?
Bradley Yu, Cpa, Cfp® is listed as Senior Consultant and Relationship Manager at CAPTRUST.
What is Bradley Yu, Cpa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @columncapital.com for Bradley Yu, Cpa, Cfp® at CAPTRUST.
What is Bradley Yu, Cpa, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 317 for Bradley Yu, Cpa, Cfp® at CAPTRUST.
Where is Bradley Yu, Cpa, Cfp® based?
Bradley Yu, Cpa, Cfp® is based in Indianapolis, Indiana, United States while working with CAPTRUST.
What companies has Bradley Yu, Cpa, Cfp® worked for?
Bradley Yu, Cpa, Cfp® has worked for Captrust, Column Capital Advisors, Llc, Kpmg, and Indiana University Student Foundation.
How can I contact Bradley Yu, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Bradley Yu, Cpa, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Bradley Yu, Cpa, Cfp® attend?
Bradley Yu, Cpa, Cfp® holds Bachelor'S Degree, Accounting And Finance from Indiana University Bloomington.
What skills is Bradley Yu, Cpa, Cfp® known for?
Bradley Yu, Cpa, Cfp® is listed with skills including Time Management, Management, Team Leadership, Microsoft Excel, Coaching, Problem Solving, Budgets, and Analysis.
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