Charlotte Yuan

Charlotte Yuan is a Product Manager at Addepar, where Charlotte has contributed since November 2020, following roles as Senior Enterprise Solutions Consultant and Enterprise Solutions Consultant. At Addepar, the focus is on maximizing the impact of capital by offering asset owners and advisors enhanced clarity on complex portfolios for informed investment decisions. Prior experience includes serving as a Business Transformation Consultant at IBM and brief internships at Citi, UBS, Digital Capital Advisors, and NextGenVest. Charlotte Yuan holds a Bachelor of Science in Finance and Management from NYU Stern School of Business, earned in 2019, and completed high school at Mission San Jose High School in 2015.