Bradley Yu
Senior Consultant | Relationship Manager at CAPTRUST
- Role
- Senior Consultant Relationship Manager at CAPTRUST
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Bradley Yu
I joined CAPTRUST in 2023 from Column Capital and serve as a senior consultant and relationship manager. I serve high-net-worth individuals and families by providing comprehensive financial planning and investment management services.Prior to joining the firm, I spent three years at KPMG. I hold a Bachelor of Science degree in accounting and finance from Indiana University as well as the designations of Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™.Outside of the office, I enjoys playing tennis and pickleball and spending time with my wife and our mini goldendoodle, Sushi.
Experience
Senior Consultant Relationship Manager
Oct 2023 — Present · Indianapolis, IN, US
Education
Indiana University Bloomington
Bachelor's degree, Accounting and Finance
2013 — 2017
Lawrence North High School
Honors Diploma, N/A
2009 — 2013
Skills
- Time Management
- Budgets
- Analysis
- Management
- Coaching
- Team Leadership
- Microsoft Excel
- Quantitative Analytics
- Building Relationships
- Innovation
- Analytical Skills
- Achieving Results
- Problem Solving
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