Our Team: Leon Yu, CFA

Leon Yu, CFA

Credit Analyst

Industry Experience: 11 years

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

Leon is a credit research analyst with primary coverage of regional banks, the REITs industry, and the 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 in finance from Villanova University and a Masters in Finance from Massachusetts Institute of Technology Sloan School of Management. Leon also holds the Chartered Financial Analyst® (CFA) designation.

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