Our Team: Leon Yu, CFA

Leon Yu, CFA

Credit Analyst

Industry Experience: 10 years

Education: BS, Villanova University; MFin, Massachusetts Institute of Technology

Leon is a credit research analyst with primary coverage of regional banks, REITs, and consumer products companies.  He also works with the portfolio management team on portfolio structure and optimization. Prior to joining the firm in 2018, Leon served as an associate portfolio analyst on the fixed income team at T. Rowe Price. Leon graduated cum laude with a Bachelor of Science degree in finance from Villanova University and he earned a Master of Finance degree from the Massachusetts Institute of Technology Sloan School of Management. Leon is a CFA®charterholder.

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