Dan Yu

Chief Executive Officer at

Hillcrest Wealth Advisors NY LLC

Consumer Services

Commercial Services

Finance

Profile

Mr. Danny A. Yu is a Chief Executive Officer & Managing Principal at Hillcrest Wealth Advisors NY LLC.
He provides services to high net worth individuals, and has served executives and employees at many Fortune 1000 companies.
His consulting services include investment asset allocation design and drafting tailored investment policy statements, analyzing clients’ overall balance sheet, cash flow position and modeling future asset accumulation, comprehensive goals-based financial plans and implementation strategies.
Prior to founding the firm, Mr. Yu was the managing principal with EisnerAmper Wealth Advisors, LLC a subsidiary of EisnerAmper LLP in New York City.
He was a Senior Manager at KPMG LLP and PricewaterhouseCoopers LLP in the firms’ New York City business units.
He was formerly a financial analyst at Chase Manhattan Bank in the Global Investor Services Practice and the Latin America Private Banking Practice.
Mr. Yu is a graduate of Fordham University with a B.S.
in Accounting.
He is a member of the Financial Planning Association and Investment & Wealth Institute.

Dan Yu active positions

Companies	Position	Start
Hillcrest Wealth Advisors NY LLC Hillcrest Wealth Advisors NY LLC Investment ManagersFinance Hillcrest interviews prospective clients to examine their cash flow needs, income tax situation and risk profile to determine the appropriate asset allocation mix. The allocation mix is established based on each client’s goals and objectives and is typically documented in an IPS. They mitigate asset class, equity securities, and management risk by diversifying the client's investment holdings and using Exchange Traded Funds (ETFs), mutual funds, and separate managed accounts.	Chief Executive Officer	-

All active positions of Dan Yu

Former positions of Dan Yu

Companies	Position	End
EisnerAmper LLP EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, auditing, tax, advisory and outsourcing services	Corporate Officer/Principal	2016-12-30

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Linked companies

Private companies	3
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
EisnerAmper LLP EisnerAmper LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, auditing, tax, advisory and outsourcing services	Commercial Services
Hillcrest Wealth Advisors NY LLC Hillcrest Wealth Advisors NY LLC Investment ManagersFinance Hillcrest interviews prospective clients to examine their cash flow needs, income tax situation and risk profile to determine the appropriate asset allocation mix. The allocation mix is established based on each client’s goals and objectives and is typically documented in an IPS. They mitigate asset class, equity securities, and management risk by diversifying the client's investment holdings and using Exchange Traded Funds (ETFs), mutual funds, and separate managed accounts.	Finance

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