Christopher Yu
Associate at Acalyx Advisors- Claim this Profile
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Credentials
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Series 66 - Uniform Combined State Law
FINRA -
Series 7 - General Securities Representative
FINRA -
Series 79 - Investment Banking Representative
FINRA
Experience
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Acalyx Advisors
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United States
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Financial Services
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1 - 100 Employee
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Associate
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Feb 2023 - Present
Private equity capital raising and advisory Private equity capital raising and advisory
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Private Banking Analyst
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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
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Cambridge Associates
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United States
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Financial Services
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700 & Above Employee
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Investment Analyst
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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
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Amherst Holdings
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United States
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Real Estate
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Summer Analyst
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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
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Seventy2 Capital Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Fall Intern
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Sep 2017 - Dec 2017
Private Wealth Management Private Wealth Management
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KB Financial Partners LLC
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United States
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Investment Banking
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Summer Intern
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Jun 2016 - Aug 2016
Private Wealth Management Private Wealth Management
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Education
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University of Maryland - Robert H. Smith School of Business
Bachelor of Science - BS, Finance -
University of Maryland
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West Windsor-Plainsboro High School South