Rebecca R. Yu
Profile
Ms. Rebecca R.
Yu is a Senior Associate at Wilshire Associates, Inc.
Prior to joining Wilshire in 2009, Ms. Yu worked as a Portfolio Manager at Oakwood Capital Management LLC, and a Strategist at Payden & Rygel.
She also worked at Swiss Bank Corp.
Ms. Yu received a BA in Business Economics with emphasis in Finance from the University of California-Los Angeles.
She is a Chartered Financial Analyst.
Former positions of Rebecca R. Yu
| Companies | Position | End |
|---|---|---|
| Swiss Bank Corp. (New York) | Corporate Officer/Principal | - |
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Market Strategist | - |
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Portfolio Manager-Equities | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | - |
Training of Rebecca R. Yu
| University of California | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Finance |
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
| Swiss Bank Corp. (New York) | Finance |
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