Daniel Yu

CFA®, AIF®
Chief Investment Officer

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 Chief Investment Officer, Daniel is a voting member and Chair of 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.

EDUCATION

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

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 an Accredited Investment Fiduciary (AIF®).