Jennifer Yu， CFA

Jennifer Yu, CFA has a diverse and extensive work experience in the financial industry. Jennifer is currently working as a Financial Wellbeing Consultant at Origin since October 2022. Prior to that, Jennifer worked as a Consultant/Wealth Management professional at GWM, a global multi-family office. Jennifer has also held significant roles at various private banks in the UK, such as Barclays, UBS, and Society Generale, where they served as an Investment Director and Senior Portfolio Manager. During their time at the private banks, Jennifer managed multi-asset investment portfolios for high net worth clients, providing advice on asset allocation and making selections in equities, fixed income, and funds.

Before their work in the UK, Jennifer worked at Scotia Bank in Canada as a Senior Analyst and fund manager for US Equities. In this role, they conducted thorough sector and equity analysis and co-managed the bank's US Equity mutual funds and pension funds. Jennifer also provided advisory support to client managers on equity selection. Throughout their career, Jennifer has consistently demonstrated a strong background in financial analysis, investment management, and client relationship management in the wealth management sector.

Jennifer Yu, CFA, has a diverse education background. Jennifer holds an MBA in Finance from McMaster University in Canada. Alongside their MBA, they have also completed the CFA (Chartered Financial Analyst) program and the CAIA (Chartered Alternative Investment Analyst) program. Prior to their MBA, Jennifer earned a Bachelor of Science degree in Biochemistry from the University of Ottawa in Canada.