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About Jason Yu, CFA
Jason Yu, CFA, is an equity analyst with a background in business management economics and a history of volunteering at organizations like The Salvation Army and City Team Oakland.
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Jason Yu, holding the title of Equity Analyst, began his career at First Republic Investment Management, where he initially worked in the Private Client Group for four years. He later transitioned to the Investment Team. Jason received his BA in Business Management Economics from the University of California, Santa Cruz. Outside of his professional life, he has a keen interest in exploring local coffee shops, watching Los Angeles Lakers games, and attending EDM concerts. Jason is also committed to community service, volunteering at various homeless shelters and meal providers, including The Salvation Army, City Team Oakland, and YEAH Berkeley.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
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