REDW LLC, one of the Southwestâ€™s 10 largest certified public accounting and business consulting firms, is pleased to announce the promotions ofÂ Robert LatimerÂ as Chief Trading Officer andÂ Daniel YuÂ as Chief Investment Officer at REDW Stanley Financial Advisors, LLC (REDW Stanley), an SEC registered subsidiary of REDW LLC, also based in Albuquerque.
â€œWe are pleased to have Robert and Daniel as committed leaders and advisers to all of us,â€ said Ginny Stanley, Principal and head of REDW Stanley, the Wealth Management arm of REDW. â€œTheir dedication to our finance team expands our depth of expertise in the investment area, which will no doubt serve as a key factor in the Firmâ€™s commitment to client service and growth,â€ noted Stanley.
Robert Latimer, MBA, AIFÂ® provides investment analysis, portfolio management and wealth management services to a wide range of clients. In addition, Robert has specialized training and experience in fraud and forensic accounting. A registered investment advisor, Robert holds the Series 65 securities license. Robert completed his MBA in Finance at the University of New Mexico, and his Bachelor degree in Criminal Justice with a minor in Economics at the George Washington University, Washington, D.C.
Daniel Yu, CFAÂ® joined the firm in 2013. He has 18 years of investment experience and oversees the Firmâ€™s strategic investment research and the financial planning team. His extensive experience includes 13 years as a research director at a national investment firm that spanned traditional and alternative investment strategies. Daniel earned a Bachelor degree in Business Administration with a major in Finance from the University of Richmond, VA.