Zheng Yu, CFA®

Director of Research

Zheng Yu originally joined the Company in 2008 as a Financial Analyst.  Subsequently, she was promoted to Senior Financial Analyst and then to Director of Research.  In her current capacity, Zheng manages a variety of business activities including product Due Diligence, the development of corporate infrastructure, financial analysis, and client interactions.  Zheng also has an in-depth knowledge of personal income tax matters, and is a CFA® charterholder.  Previously, she worked as a Research Assistant in Finance at Mississippi State University (MSU) after receiving her M.S. degree in Business Administration (Finance).  Prior to going to MSU for graduate school, Zheng worked as a Financial Accountant at China Merchants Bank.  She received her Bachelor of Arts degree in International Banking at ZhongNan University of Economics and Law.

Q: What past experiences help you relate to your clients?

I taught finance classes while I was in graduate school, which helped refine my communication skills.  From the interaction with my students, I learned to observe and appreciate each person’s unique perspective and approach to a situation, making me more patient and caring.  I also passed all 3 levels of the CFA exams and became a charter holder during a very difficult period of my life.

Q: If you weren’t in wealth management, what would you be doing instead?

I would become a teacher.  Helping people is my passion and in my nature.  In particular, I love to help kids learn and grow.  It brings me great joy and personal fulfillment while also contributing to society.