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Stephen Yu's
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Current Position:

Director of Investment Research at The Baldwin Group

Experience:

29 years

Location:

Irvine, California

How to contact Stephen Yu

Last updated:2025-03-30
emails*******y@baldwin.com
phone+1-***-***-9348
LinkedIn
Skype
Instagram

Analytics

According to LinkedIn Stephen Yu started working on 1996, then the employee has changed 7 companies and 6 jobs. On average, Stephen Yu works for one company for 3 years 4 months. Stephen Yu has been working as a Director of Investment Research for The Baldwin Group for 335 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Director of Investment Research at The Baldwin Group

Oct 2024 - Current

Director of Investment Research at Burnham Gibson Wealth Advisors, LLC

May 2018 - Oct 2024

Operations Manager at WealthWise Financial Services

Jan 2016 - Apr 2018

Senior Portfolio Manager at Miven Inc.

Sep 2009 - Apr 2015

Portfolio Manager at The Tarbox Group

Feb 2007 - Mar 2008

Valuation Analyst at SLGG

Jan 2006 - Feb 2007

Investment Analyst at Somerset Investments

Jan 2002 - Jan 2006

Project Manager at Quantum

Jan 1996 - Jan 2001

Education

CFA at CFA Institute

M.S. at University of Southern California

B.S. at UCLA

Current Company Information The Baldwin Group

Name: The Baldwin Group

Speciality: Commercial Risk Management, Private Risk Management, Personal Insurance, Employee Benefits, Asset and Income Protection, Wellness, Safety and Risk Engineering, PEO and HR Technology, Medicare, Predictive Analytics and Actuarial Services

Location: Tampa, Florida, United States

Employees: 1000-5000

Description: BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in busi...

Frequently Asked Questions

How long has Stephen Yu been working as a Director of Investment Research?

Stephen Yu's total experience in various companies as a Director of Investment Research 6 years 5 months.

What is Stephen Yu's minimum period of employment in the companies?

Stephen Yu's minimum period of employment in various companies is 1 year 1 month.

What is Stephen Yu's average duration of employment for different companies?

On average, Stephen Yu works for one company for 3 years 8 months

What industries has Stephen Yu worked in?

Stephen Yu works in the Insurance. Previously, Stephen Yu worked in the Financial Services, and Accounting, and Information Technology and Services.

What positions has Stephen Yu held before?

Previously, Stephen Yu worked as a Director of Investment Research, and Operations Manager, and Senior Portfolio Manager, and Portfolio Manager, and Valuation Analyst.

How do I contact Stephen Yu?

Stephen Yu's email address is s*******y@baldwin.com, phone number is +1-***-***-9348. Sign up to get contact details.

Who is the President & CEO of the The Baldwin Group?

The President & CEO of the The Baldwin Group is Trevor Baldwin

Who are Stephen Yu's peers at other companies?

Stephen Yu's peers at other companies are George Li and Scott Burg and Tyler Keister
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Stephen Yu Namesakes

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Position
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Engineering Director
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Gate Bioscience
Scientist I
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Redline Validation
Founder
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SKY Pharma Consulting LLC
CEO and Principal
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Adaptive Catalog
Chief Executive Officer
S
Technical Manager, DTP
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Yu Property Management
Operation Manager

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