Director Of Investment Research
Burnham Gibson Wealth Advisors, Inc.
May 2018 - Oct 2024
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Stephen Yu Email & Phone Number
Director of Investment Research at The Baldwin Group
1 work email found
@burnhamgibson.com
LinkedIn matched
4 data sources
Profile completeness 86%
Role
Director of Investment Research at The Baldwin Group
Location
Huntington Beach, California, United States
Who is Stephen Yu? Overview
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Quick answer
Stephen Yu is listed as Director of Investment Research at The Baldwin Group based in Huntington Beach, California, United States. AeroLeads shows a work email signal at burnhamgibson.com and a matched LinkedIn profile for Stephen Yu.
Stephen Yu previously worked as Director of Investment Research at Burnham Gibson Wealth Advisors, Inc. and Operations Manager at Wealthwise Financial Services. Stephen Yu holds Cfa, Finance from Cfa Institute.
Company email context
Email format at burnhamgibson.com
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{first_initial}{last}@burnhamgibson.com
86% confidence
AeroLeads found 1 current-domain work email signal for Stephen Yu. Compare company email patterns before reaching out.
Profile bio
About Stephen Yu
Stephen Yu is a Director of Investment Research at The Baldwin Group. He is proficient in Mandarin.
Listed skills include Financial Modeling, Investments, Wealth Management, Financial Advisory, and 26 others.
7 roles · 30 years
Stephen Yu work experience
A career timeline built from the work history available for this profile.
Operations Manager
Wealthwise Financial Services
Jan 2016 - Apr 2018
Senior Portfolio Manager
Miven Inc.
Sep 2009 - Apr 2015
Portfolio Manager
The Tarbox Group
Feb 2007 - Mar 2008
Valuation Analyst
Jan 2006 - Feb 2007
Investment Analyst
Somerset Investments
Jan 2002 - Jan 2006
Project Manager
1996 - 2001
~5 yrs
3 education records
Stephen Yu education
Cfa, Finance
Cfa Institute
M.S., Mechanical Engineering
B.S., Mechanical Engineering
FAQ
Frequently asked questions about Stephen Yu
Quick answers generated from the profile data available on this page.
What is Stephen Yu's role at their current company?
Stephen Yu is listed as Director of Investment Research at The Baldwin Group.
What is Stephen Yu's email address?
AeroLeads has found 1 work email signal at @burnhamgibson.com for Stephen Yu.
Where is Stephen Yu based?
Stephen Yu is based in Huntington Beach, California, United States.
What companies has Stephen Yu worked for?
Stephen Yu has worked for Burnham Gibson Wealth Advisors, Inc., Wealthwise Financial Services, Miven Inc., The Tarbox Group, and Slgg.
How can I contact Stephen Yu?
You can use AeroLeads to view verified contact signals for Stephen Yu, including work email, phone, and LinkedIn data when available.
What schools did Stephen Yu attend?
Stephen Yu holds Cfa, Finance from Cfa Institute.
What skills is Stephen Yu known for?
Stephen Yu is listed with skills including Financial Modeling, Investments, Wealth Management, Financial Advisory, Strategic Financial Planning, Investment Strategies, Investment Management, and Mutual Funds.
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