Profile
Dr. Jasmine Yu is a Chief Investment Officer at Bryn Mawr Trust Advisors LLC and a Chief Investment Officer & Senior Vice President at WSFS Financial Corp.
She has over 20 years of experience in investment management, advisory, and strategy, she is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients.
Before joining Bryn Mawr Trust in 2024, Dr. Yu served as Managing Director & Head of Global Manager Research at Bank of New York Mellon, where she led a team responsible for sourcing, evaluation, selection, and ongoing monitoring of investments in multiple asset classes including long-only equity, fixed income, and alternative investments.
She received her BA degree in English Literature from Zhongshan University, an MBA degree in Financial Management from Pace University, a Master of International Affairs degree in International Finance and Business from Columbia University, and her PhD degree in Finance from EDHEC Business School.
Jasmine Yu active positions
| Companies | Position | Start |
|---|---|---|
| WSFS FINANCIAL CORPORATION | Chief Investment Officer | 05/06/2024 |
Bryn Mawr Capital Management LLC
Bryn Mawr Capital Management LLC Investment ManagersFinance BMTA allocates clients assets among Independent Managers and various investment strategies in accordance with clients' unique investment objectives. However, it may provide advice about any type of investment held in clients' portfolios. To enhance diversification in the client’s portfolio, the firm looks for a mix of active Independent Managers and opportunistic strategies that have a low correlation with each other. | Chief Investment Officer | 06/06/2024 |
Training of Jasmine Yu
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Linked companies
| Private companies | 6 |
|---|---|
WSFS Financial Corp.
WSFS Financial Corp. Savings BanksFinance Operates as a bank holding company with interest in savings and loans | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sun Yat-Sen University
Sun Yat-Sen University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
École des Hautes Études Commerciales du Nord
École des Hautes Études Commerciales du Nord Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bryn Mawr Capital Management LLC
Bryn Mawr Capital Management LLC Investment ManagersFinance BMTA allocates clients assets among Independent Managers and various investment strategies in accordance with clients' unique investment objectives. However, it may provide advice about any type of investment held in clients' portfolios. To enhance diversification in the client’s portfolio, the firm looks for a mix of active Independent Managers and opportunistic strategies that have a low correlation with each other. | Finance |
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