Midwest Ascend June Seminar:
How To Manage Your Personal Investments in this Volatile Market
As the stock market seemed to continue on a smooth ride after the 2008-09 financial crisis - the worst recession since the Great Depression, many investors are puzzled by the recent pull-back and potential headwinds ahead of us. How should you manage your personal investment portfolios in this volatile market? How should you achieve your long-term financial goals in a fragile global economy facing many uncertainties? The Ascend - Midwest Chapter will be conducting a seminar featuring discussions with Kevin Yu, CEO of Yunistone Investment Group LLC. Kevin will address questions you may have and share some of the fundamental principles to help guide you through a successful journey toward your personal finance management excellence.
This event is open to all Ascend members and guests with no cost to attend, but online registration is required. Please register by Friday, June 24. Soft drinks and snacks will be served.
About Kevin Yu:
Kevin is the Founder and Chief Executive Officer of Yunistone Investment Group LLC, a Chicago based independent investment firm offering objective investment management and consulting services to individual and institutional clients.
Kevin has spent over 10 years in the investment and wealth management industry. He has managed portfolios for both high net worth and institutional clients including pension and endowment funds, with the largest single client portfolio size being over $100 million. In his professional roles, Kevin has worked closely with many Fortune 500 senior executives, business owners, and some of the wealthiest families. His investment knowledge, professional integrity, and outstanding client service have won him the highest trust and numerous unsolicited praises from his clients. He was named one of "America's Best Financial Planners" for 2006-2006 and 2007-2008 by the Consumers' Research Council of America in Washington, D.C.
Kevin holds three highly recognized credentials in the global financial industry - Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). He is a member of the CFA Institute, the CFP Board, the Financial Planning Association ("FPA") and the American Institute of Certified Public Accountants ("AICPA"). He also holds NASDA Series 65 and 63 licenses.
Prior to founding Yunistone, Kevin was the lead advisor and manager of the Chicago Deloitte Investment Advisors LLC. Before that, he was with the Chicago PricewaterhouseCoopers Investment Advisory Group. Kevin graduated from Governors State University with a M.S. in Accounting and received a M.A. from Peking University. He is a Board member of the Midwest Ascend Chapter and actively supports Ascend programs.