Yufei Man, CFA, CAIA

CIO & Head Of Wealth at OneVest

Yufei Man, CFA, CAIA is the Chief Investment Officer and Head of Wealth at OneVest. In previous roles, Yufei was the Head of Asset Allocation & Investment Strategy at Aviso Wealth and a Portfolio Manager at NEI Investments. Yufei also has experience in portfolio analysis and research at Orchard Asset Management and has a background in mechanical engineering and bioengineering from the University of Toronto. Additionally, Yufei has a High School Diploma from Old Scona Academic High School's International Baccalaureate Program.

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Timeline

  • CIO & Head Of Wealth

    June, 2021 - present

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