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Andy Yin Cfa

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Andy Yin Cfa

Vice President, ETF Client Advisor | J.P. Morgan Asset Management

San Francisco, California, United States

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Andy Yin Cfa

Summary

Andy Yin is a seasoned professional with extensive experience in the asset management industry, currently serving as Vice President and ETF Client Advisor at JP Morgan Asset Management in San Francisco. With a strong background in analysis, analytics, and portfolio management, he has developed a keen understanding of investment strategies and client advisory services. His career spans multiple prestigious firms, including Dimensional Fund Advisors and Pimco, where he held various leadership roles. Andy's educational credentials include an MBA from UCLA's Anderson School of Management and a degree from UC Riverside. His commitment to professional excellence is evident in his ability to navigate complex financial landscapes and deliver tailored solutions to institutional clients. Beyond his professional pursuits, Andy is passionate about leveraging emerging technologies to enhance investment strategies and client engagement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Andy Yin Cfa

Work Experience

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Vice President, ETF Client Advisor at

J.P. Morgan Asset Management

February 2023 - Present

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Vice President, Regional Director at

Dimensional Fund Advisors

January 2020 - February 2023

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Regional Director at

Dimensional Fund Advisors

January 2015 - January 2020

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Senior Associate at

Dimensional Fund Advisors

March 2013 - January 2015

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Senior Project Manager - Business Solutions Group at

PIMCO

January 2013 - February 2013

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Project Manager - Business Solutions Group at

PIMCO

January 2012 - December 2012

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Compliance Specialist at

PIMCO

January 2011 - December 2011

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Senior Compliance Analyst at

PIMCO

January 2009 - December 2010

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Compliance Analyst at

PIMCO

April 2008 - December 2008

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Business Analyst III - Trading Analytics (Formerly Countrywide) at

Bank of America

August 2007 - April 2008

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Business Analyst (Formerly Indymac) at

OneWest Bank

June 2006 - August 2007

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Research Analyst at

William O'Neil + Co., Inc.

August 2005 - June 2006

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Andy Yin Cfa

Education

University of California, Riverside

January 2001 - January 2005

University of California, Los Angeles - The Anderson School of Management, Mba

January 2013

Frequently Asked Questions about Andy Yin Cfa

What is Andy Yin Cfa email address?

Andy Yin Cfa's primary email address is *************@anderson.ucla.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Andy Yin Cfa work for?

Andy Yin Cfa is a Vice President, ETF Client Advisor at J.P. Morgan Asset Management.

Where Andy Yin Cfa graduated from?

Andy Yin Cfa holds a degree in from University of California, Riverside.

How can I directly contact Andy Yin Cfa?

To contact Andy Yin Cfa directly, you can use the email address *************@anderson.ucla.edu. Complete contact information is available upon registration with Muraena.

Who is Andy Yin Cfa?

Andy Yin is a seasoned professional with extensive experience in the asset management industry, currently serving as Vice President and ETF Client Advisor at JP Morgan Asset Management in San Francisco. With a strong background in analysis, analytics, and portfolio management, he has developed a keen understanding of investment strategies and client advisory services. His career spans multiple prestigious firms, including Dimensional Fund Advisors and Pimco, where he held various leadership roles. Andy's educational credentials include an MBA from UCLA's Anderson School of Management and a degree from UC Riverside. His commitment to professional excellence is evident in his ability to navigate complex financial landscapes and deliver tailored solutions to institutional clients. Beyond his professional pursuits, Andy is passionate about leveraging emerging technologies to enhance investment strategies and client engagement.

Andy`s contact details

mail

*************@anderson.ucla.edu

********@jpmorgan.com

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