Mindy Yu

Mindy Yu, CIMA®, has a diverse work experience in the financial industry. Mindy is currently the Director of Investing at Betterment since August 2021. Prior to this, they held the role of Senior Director of Investments at Stash from April 2021 to August 2021, and the role of Director of Investments from December 2019 to March 2021. Before joining Stash, Mindy worked at UBS as a Portfolio Associate- Senior Wealth Strategy Associate from March 2019 to November 2019. Mindy also gained experience at WisdomTree Asset Management, where they served as Senior Solutions Associate, ETF Model Portfolios from February 2018 to March 2019, and as an Equity Research Analyst from February 2016 to February 2018. Mindy started their career at BlackRock as a Portfolio Specialist from October 2013 to February 2016. Prior to that, they worked at J.P. Morgan as an Investment Performance Analyst from July 2011 to October 2013, and at State Street as a Senior Associate from December 2009 to July 2011. Mindy's extensive experience in various roles within the financial industry showcases their expertise and knowledge in investments and portfolio management.

Mindy Yu, CIMA®, holds a Bachelor of Business Administration degree in Finance and Investments from Baruch College. Mindy has also obtained additional certifications in Series 7 and 66, although the institution from which they obtained these certifications is not provided.