Miao Yu, CFA

Associate Advisor
Direct: (425) 531-7331
Office: (425) 467-1011 Ext. 228
Email: miao@avieradvisors.com

Helping clients meet their goals through tax efficient investments

 

My role

As an Associate Advisor, I collaborate with Lead Advisors and Client Service Associates to help clients achieve their financial goals. I am passionate about tax efficient investing research, asset allocation, and mutual fund manager selection. As a member of the Investment Committee team, along with JP and Nick, I enjoy researching macroeconomics and investments, and our regular discussions on how to make sure our investment strategy will meet client’s long-term goals.

My story 

I was born and grew up in Beijing, China and moved to North Carolina for graduate school. After that I worked in data analytics for over 10 years and as a part-time equity research analyst for 3 years. I joined Avier Wealth Advisors in November 2019, after realizing my true passion is meeting people and helping them make tax efficient investment decisions.

I love to learn new skills and am very proficient with technology. I am fluent in Python, R, SAS, SQL, Looker, and Tableau from my previous roles and I am glad I can bring these technical skills to Avier.  I am proud of the analytic tools I have built for the firm, and enjoy working with Kaleb, Sara and Chris to prepare quarterly webinar slides.

I am a CFA Charterholder and passed the CFP test in November 2019 and may be able to use the designation once I’ve satisfied the industry work experience requirement.

My favorite activities outside of work are playing with my dog, hiking, exploring new restaurants, painting, and drawing.

Education

Bachelor of Science in Biological Science – Beijing Forestry University
Master of Science in Financial Mathematics – North Carolina State University
Master of Science in Economics – North Carolina State University

Designations

Chartered Financial Analyst® (CFA) Charterholder

Licenses

Series 65

LinkedIn

https://www.linkedin.com/in/miao-yu-cfa-a97b4366

Interested in Learning More? We'd Enjoy Meeting You.