Dan Yu
Chief Executive Officer at Hillcrest Wealth Advisors NY LLC
Profile
Mr. Danny A.
Yu is a Chief Executive Officer & Managing Principal at Hillcrest Wealth Advisors NY LLC.
He provides services to high net worth individuals, and has served executives and employees at many Fortune 1000 companies.
His consulting services include investment asset allocation design and drafting tailored investment policy statements, analyzing clients’ overall balance sheet, cash flow position and modeling future asset accumulation, comprehensive goals-based financial plans and implementation strategies.
Prior to founding the firm, Mr. Yu was the managing principal with EisnerAmper Wealth Advisors, LLC a subsidiary of EisnerAmper LLP in New York City.
He was a Senior Manager at KPMG LLP and PricewaterhouseCoopers LLP in the firms’ New York City business units.
He was formerly a financial analyst at Chase Manhattan Bank in the Global Investor Services Practice and the Latin America Private Banking Practice.
Mr. Yu is a graduate of Fordham University with a B.S.
in Accounting.
He is a member of the Financial Planning Association and Investment & Wealth Institute.
Dan Yu active positions
| Companies | Position | Start |
|---|---|---|
Hillcrest Wealth Advisors NY LLC
 Hillcrest Wealth Advisors NY LLC Investment ManagersFinance Hillcrest Wealth Advisors NY LLC (Hillcrest) is an independent registered investment adviser and wealth management firm headquartered in Hazlet, New Jersey. The firm was founded as EisnerAmper Wealth Advisors LLC and is owned solely by Dan Yu. Hillcrest offers comprehensive financial planning and investment advisory services for high-net-worth clients. | Chief Executive Officer | - |
Former positions of Dan Yu
| Companies | Position | End |
|---|---|---|
EisnerAmper LLP
 EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services EisnerAmper LLP engages in the provision of audit, accounting, advisory and tax services. Its services include audit and assurance, outsource finance and accounting, private business accounting, royalty audit and contract compliance, SOC services, bankruptcy and restructuring, and benchmarking services. The company was founded by Theodore Levine, Dick Eisner and Mitch Aigen in 1963 and is headquartered in New York, NY. | Corporate Officer/Principal | 2016-12-30 |
Training of Dan Yu
| Fordham University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
EisnerAmper LLP
EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services EisnerAmper LLP engages in the provision of audit, accounting, advisory and tax services. Its services include audit and assurance, outsource finance and accounting, private business accounting, royalty audit and contract compliance, SOC services, bankruptcy and restructuring, and benchmarking services. The company was founded by Theodore Levine, Dick Eisner and Mitch Aigen in 1963 and is headquartered in New York, NY. | Commercial Services |
Hillcrest Wealth Advisors NY LLC
Hillcrest Wealth Advisors NY LLC Investment ManagersFinance Hillcrest Wealth Advisors NY LLC (Hillcrest) is an independent registered investment adviser and wealth management firm headquartered in Hazlet, New Jersey. The firm was founded as EisnerAmper Wealth Advisors LLC and is owned solely by Dan Yu. Hillcrest offers comprehensive financial planning and investment advisory services for high-net-worth clients. | Finance |
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