Christopher Yu

Associate at Acalyx Advisors
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Location
Arlington, Virginia, United States, US

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Credentials

  • Series 66 - Uniform Combined State Law
    FINRA
  • Series 7 - General Securities Representative
    FINRA
  • Series 79 - Investment Banking Representative
    FINRA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Feb 2023 - Present

      Private equity capital raising and advisory Private equity capital raising and advisory

    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banking Analyst
      • Apr 2021 - Feb 2023

      Advising clients on investment management, wealth planning, banking & liquidity solutions, and strategic lending opportunities Advising clients on investment management, wealth planning, banking & liquidity solutions, and strategic lending opportunities

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Analyst
      • Jul 2019 - Apr 2021

      C|A Capital Management (Outsourced Chief Investment Office) - discretionary portfolio management for institutional clients, investing across all asset classes C|A Capital Management (Outsourced Chief Investment Office) - discretionary portfolio management for institutional clients, investing across all asset classes

    • United States
    • Real Estate
    • Summer Analyst
      • Jun 2018 - Aug 2018

      ~$18B AUM real estate private equity and debt fund formerly housed within BNY Mellon Investment Management Division ~$18B AUM real estate private equity and debt fund formerly housed within BNY Mellon Investment Management Division

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Fall Intern
      • Sep 2017 - Dec 2017

      Private Wealth Management Private Wealth Management

    • United States
    • Investment Banking
    • Summer Intern
      • Jun 2016 - Aug 2016

      Private Wealth Management Private Wealth Management

Education

  • University of Maryland - Robert H. Smith School of Business
    Bachelor of Science - BS, Finance
    2015 - 2019
  • University of Maryland
    2015 - 2019
  • West Windsor-Plainsboro High School South
    2011 - 2015

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