07 Jul Angela Yu
Client Onboarding & Marketing Associate
Angela is a Client Onboarding and Marketing Associate at Kathmere Capital Management.
In her role, Angela is the initial warm welcome clients received when they choose Kathmere. She assists clients in the creation of their new accounts, transition of their assets, and establishing their Wealth 360 portal access.
Angela leads the marketing and branding initiatives of the company with a focus of promoting Kathmere’s offerings and thought leadership.
She has spent over 4 years in the industry with experience in servicing both institutional and private wealth clients. Before joining Kathmere, Angela worked as a senior associate for a small institutional consulting firm. She began her career at Vanguard servicing high net worth individuals, after first interning with SEI Investments in their institutional marketing department.
Angela graduated with a B.S. in Marketing and minor in Fine Arts from Saint Joseph’s University.
Angela enjoys traveling with a focus on exploring art museums and new restaurants. She can often be found with either a book or paintbrush in hand. Her favorite way to spend a summer day is at the beach.