Boris Yu

Boris Yu, CFA, serves as an Associate Partner and Wealth Advisor at Corient since July 2023, previously holding the title of Vice President at KORE Private Wealth from June 2018 to July 2023. Prior experience includes roles at Merrill Lynch from May 2012 to June 2018, where responsibilities ranged from Private Wealth Relationship Manager to Client Associate. An internship at Merrill Lynch - Global Wealth & Investment Management was completed in mid-2011. Educational background includes a Bachelor's Degree in Political Science from the University of Michigan, obtained from 2008 to 2012, and a high school diploma from Portage Northern High School, earned from 2004 to 2008. Additional experience includes serving on the Executive Board of Phi Delta Theta and an internship at Sichuan Golden Dragon Machinery Company.