Kathmere Capital Management
Angela Yu currently serves as the Director of New Client Onboarding and Marketing at Kathmere Capital Management, a position held since April 2022. Prior to this role, Angela was a Senior Client Relationship Associate at Investment Performance Services, LLC, responsible for liaising with various stakeholders to achieve investment goals. Angela's experience at Vanguard included roles as a Foundational Client Consultant and Client Service Specialist, focusing on client support and investment guidance. Earlier roles encompassed a Marketing Intern position at SEI and a Student Worker for the Provost's Office at Saint Joseph's University. Angela holds a Bachelor's degree in Marketing from Saint Joseph's University, earned in 2018.
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Kathmere Capital Management
We are an elite team of Private Wealth Advisors who collectively serve as our client’s personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work with, you’d rather spend your time focused on what matters most to you, your family, your business, and your life, not on your financial plan or investments. That’s where we come in. Our clients appreciate the depth of our investing and financial planning expertise, which brings them confidence about their financial future. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.