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REDW Stanley Adds Investment Specialist Daniel Yu, CFA to Enhance Client Service


FOR IMMEDIATE RELEASE

 
 
Daniel Yu, CFA
Daniel Yu, CFA
PRLog (Press Release) - Jan. 2, 2014 - ALBUQUERQUE, N.M. -- REDW LLC is pleased to announce that Daniel Yu has joined the team at REDW Stanley Financial Advisors, LLC, an SEC-registered subsidiary of REDW LLC, in the role of Investment Specialist.

A seasoned financial research professional and Chartered Financial Analyst (CFA) since 2001, Daniel is knowledgeable in all aspects of wealth management and investment advisory operations, and has a proven track record of analyzing and streamlining investment management operations to create a more efficient and error-free environment. He comes to us most recently from United Capital (formerly MarketSpace Financial), where he served 10 years as Director of Research, followed by three years as an Investment Portfolio Analyst.

“Daniel will play a key role in servicing our clients,” said Virginia Stanley, Principal-in-Charge of REDW Stanley Financial Advisors. “We welcome his high level of technical expertise and his clear commitment to surpassing our clients’ expectations by proactively managing their issues.”

Daniel is a current member and past board member of the CFA Society and holds a Bachelor of Business Administration in Finance from the University of Richmond, where he graduated magna cum laude.

About REDW Stanley Financial Advisors, LLC and REDW Stanley Wealth Advisors, LLC

Founded in 1997, REDW Stanley Financial Advisors is an SEC registered investment advisory firm subsidiary of REDW LLC  operating out of Albuquerque, NM. The firm recently established a presence in Phoenix, which operates as REDW Stanley Wealth Advisors, LLC, an affiliate of REDW LLC. From both offices, REDW Stanley assists clients with wealth and asset management, investment advice and other financial planning and estate planning needs.

Contact
Carla Salizzoni
505-998-3248
csalizzoni@redw.com

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http://www.prlog.org/12262788/1

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Source:REDW Stanley Financial Advisors, LLC
City/Town:Albuquerque - New Mexico - United States
Industry:Accounting, Investment
Tags:cfa
Shortcut:prlog.org/12262788
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