Rachel J. Yu

Portfolio Administrator

Rachel is a Portfolio Administrator with Affinity Investment Advisors, LLC. In this capacity, she supports the Portfolio Managers with daily processes including reconciliation, trade settlement processing and managing client profiles. Her previous work experience includes retail sales and client services.

Rachel received her Bachelor’s degree in Business Economics with a minor in Accounting from the University of California, Irvine.

Rachel enjoys yoga in her free time.

Affinity_091_FINAL

Rachel is a Portfolio Administrator with Affinity Investment Advisors, LLC. In this capacity, she supports the Portfolio Managers with daily processes including reconciliation, trade settlement processing and managing client profiles. Her previous work experience includes retail sales and client services.

Rachel received her Bachelor’s degree in Business Economics with a minor in Accounting from the University of California, Irvine.

Rachel enjoys yoga in her free time.