Sean Yu
Sean Yu is a Managing Director, Private Wealth Advisor, Senior Portfolio Manager, Alternative Investments Director, and Leader of The Sean Yu Group at Morgan Stanley. His substantial contributions in the industry has honored him to be listed among Los Angeles Business Journal’s 40 In Their 40's in Accounting & Financial Services Professionals in 2020. On top of his management and professional responsibilities, Sean also leads numerous philanthropic and social leadership activities, including the Sean Yu International Relations Fellowship at the University of Chicago, Taiwanese American Scholarship Fund, and Los Angeles Chapter of The Chinese Finance Association.
Sean Yu Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Portfolio Manager, Alternative Investments Director, Private Wealth Advisor
Academic History
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Masters Degree, International Relations
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Bachelor of Science, Management and Human Resources, and Bachelor of Arts, Political Science
Accolades and Recognitions
- On Wall Street Top 40 Financial Advisors Under 40, 2014-2017
- Forbes America's Top 250 Wealth Advisors, 2016-2020
- Forbes Best-in-State Wealth Advisors - Los Angeles, 2020
- Barron's Top 1,200 Financial Advisors, 2015-2020
- Barron's Top 100 Financial Advisors, 2016-2020
- Financial Times FT 400 Top Financial Advisors, 2018-2020
- Los Angeles Business Journal's 40 in Their 40's, 2020
- Awardee, Philanthropy Leadership Award, Asian Pacific Community Fund
- Awardee, Asian Business Award, Public Company of the Year
Certifications
- Series 7, Series 31, and Series 66 licenses from FINRA
- Certified Financial Planner™, CFP®
- Certified Private Wealth Advisor®, CPWA®
Community Involvement
- Founder, Sean Yu International Relations Fellowship, University of Chicago
- Advisory Council, Division of the Social Sciences Council, University of Chicago
- Finance Committee Chair, Cal Poly Pomona Philanthropic Foundation
- Member, The Chinese Finance Association, Los Angeles Chapter