Sean Yu
Sean Yu is a Managing Director and leader of The Sean Yu Group at Morgan Stanley Private Wealth Management. He also serves as the group's international client advisor, senior portfolio management director, alternative investments director, family wealth director, and senior investment management consultant, among others. Yu has been the recipient of a multitude of industry awards and also leads numerous philanthropic and social leadership activities. His philanthropic efforts also have helped college students and communities nationwide.
Sean Yu Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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M.A., International Relations
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B.S., Management and Human Resources; B.A., Political Science
RECOGNITIONS
2015-2024 Barron's Top 1200 Financial Advisors
2016-2024 Barron's Top 100 Financial Advisors
2016-2024 Forbes America's Top Wealth Advisors
2018-2020 Financial Times FT 400 Financial Advisors
2014-2017 On Wall Street Top 40 Financial Advisors Under 40
2020 Los Angeles Business Journal's 40 in Their 40s
2015 Asian Pacific Community Fund’s Philanthropy Leadership Award
2014 Los Angeles Business Journal's Asian Business Award
CERTIFICATIONS
Certified Financial Planner®, CFP®
Certified Private Wealth Advisor®, CPWA®
FINRA Series 3, 7, 31, and 66 Licenses
COMMUNITY INVOLVEMENT
Founder, Sean Yu International Relations Fellowship, University of Chicago
Founder, Sean Yu Travel Fund, University of Chicago
Co-Founder, Taiwanese American Scholarship Fund
Co-Founder, Chinese Finance Association
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