Daniel Yu

CFA®, CFP®, AIF® | Co-Chief Investment Officer and Senior Investment Manager

22

Years

Total Experience

9

Years

With REDW

Specializing In:

 

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Education:

Bachelor in Business Administration with a major in Finance from the University of Richmond

Meet Daniel

Daniel joined REDW Wealth in 2013 following 18 years of investment experience. He served as a research director for 13 years at a national investment firm where his duties included investment management, client services and portfolio construction. Daniel also has experience as a credit analyst specializing in fixed income securities analysis.

As the firm’s Co-Chief Investment Officer, Daniel is a voting member and chairs the REDW Wealth Investment Committee. He leads the research team and is responsible for the overall investment process including investment analysis, research, portfolio management, and asset allocation.

Professional Qualifications and Memberships

Daniel is a Chartered Financial Analyst® (CFA®) and a member of the CFA Institute and the CFA Society of New Mexico. He is also a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary (AIF®).

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

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