Sherwood Yuen

Sherwood Yuen is a Senior Portfolio Consultant at Vanguard, where they specialize in providing financial advisors with tailored wealth management technology. Previously, they held the role of Head of Channel Sales at Just Invest LLC, a company offering scalable investment solutions. With a background in alternative investments and a BA in Asian Studies from Cornell University, Sherwood has also worked at companies such as MSCI Inc., Embee Mobile, Callan Associates, Wells Fargo, and Charles Schwab. They hold an MBA in Business Administration from the University of California, Berkeley, Haas School of Business.