Ellen Yan

Privat kapitalinvesterare på

Circle Peak Capital LLC

Finance

Consumer Services

Profil

Ms. Ellen Yan is a Principal at Circle Peak Capital LLC.
Prior to Circle Peak, she was employed as an investments associate at Citi Private Bank, in its Investment Lab.
In this role, she was solely dedicated to developing and delivering comprehensive financial planning strategies to address HNW and UHNW clients' wealth management goals, including cash flow needs, asset allocation, retirement goals, education planning and estate planning strategies.
Ms. Yan received her BA in Political Science from Columbia University, and is currently in the Columbia Business School MBA program.

Aktiva positioner av Ellen Yan

Företag	Position	Start
Circle Peak Capital LLC Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements.	Privat kapitalinvesterare	2011-06-27

Alla aktiva positioner av Ellen Yan

Tidigare kända positioner av Ellen Yan

Företag	Position	Slut
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.	Företagsledare/Principal	-

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Ellen Yans utbildningar

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Kopplade företag

Privata företag	3
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.	Finance
Circle Peak Capital LLC Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements.	Finance