Jeffrey Yu is a Principal at CAPTRUST, having joined the firm in 2023 after serving as Executive Director at Column Capital Advisors. Based in Indianapolis, Yu specializes in wealth management, supporting clients with financial, tax, estate planning, and investment needs. They hold a Bachelor of Science in accounting with a concentration in finance from Indiana University Kelley School of Business, along with the CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations. Previously, Yu gained extensive experience in tax and financial advisory roles, including positions at George S. Olive & Co., CPA, and BKD Wealth Advisors, LLC. Outside of work, Yu enjoys spending time with family, participating in sports, and volunteering in the community.
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