Ksenia Yudina is the Founder and CEO of UNest. Ksenia has over six years of experience in the financial industry, including positions at Capital Group, American Funds, J.P. Morgan, and Anderson Student Asset Management Fund.
Ksenia has a proven track record of success in managing large portfolios and leading teams of associates to accomplish department-wide projects. Ksenia is an expert in developing business plans and strategies, and they have a strong understanding of the retirement planning process.
In their role as CEO of UNest, Ksenia is responsible for overseeing all aspects of the company’s operations and ensuring that UNest provides the best possible experience for its clients. Under their leadership, UNest has quickly become one of the most popular investment apps for millennials.
Ksenia Yudina is a CFA Charterholder and their educational career is in finance. Ksenia has a Master of Business Administration - MBA from UCLA Anderson School of Management and a BA from California State University, Northridge. Ksenia is also certified from FINRA in FINRA Series 6, 63, and 65, and from the CFA Institute in Chartered Financial Analyst (CFA).
Some direct reports include Steve Buchanan - CTO, Mike Van Kempen - COO & Head of Growth, and Jon Walker - Head, Strategy.
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