Profile
Ms. Yu joined Bel Air Investment Advisors LLC in 2006 and is responsible for manager research in traditional equities and alternative investments.
She has extensive experience in asset allocation modeling and asset manager evaluation.
She is an advisor to the New Millennium Secondary School, the first charter school in Carson City, California.
She is also an active volunteer for both Asians for Miracle Marrow Matches and Project Sunshine.
Ms. Yu received a B.A. in Public Policy Analysis-Economics from Pomona College.
In furthering her education, she has completed Level I of the CFA exam.
Former positions of Shana Yu
| Companies | Position | End |
|---|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash. | Director of Research - Equity | 05/08/2010 |
Training of Shana Yu
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Bel Air Investment Advisors LLC
Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash. | Finance |
Pomona College
Pomona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Shana Yu
















