![Ellen Yan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ellen Yan
Private Equity Investor bij
Circle Peak Capital LLC
Profiel
Ms. Ellen Yan is a Principal at Circle Peak Capital LLC.
Prior to Circle Peak, she was employed as an investments associate at Citi Private Bank, in its Investment Lab.
In this role, she was solely dedicated to developing and delivering comprehensive financial planning strategies to address HNW and UHNW clients' wealth management goals, including cash flow needs, asset allocation, retirement goals, education planning and estate planning strategies.
Ms. Yan received her BA in Political Science from Columbia University, and is currently in the Columbia Business School MBA program.
Actieve functies van Ellen Yan
| Bedrijven | Functie | Begin |
|---|---|---|
Circle Peak Capital LLC
 Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements. | Private Equity Investor | 27-06-2011 |
Eerdere bekende functies van Ellen Yan
| Bedrijven | Functie | Einde |
|---|---|---|
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Corporate Officer/Principal | - |
Opleiding van Ellen Yan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
24
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Finance |
Circle Peak Capital LLC
Circle Peak Capital LLC Investment ManagersFinance Circle Peak Capital invests in companies located in the United States. The firm focuses on consumer & brands, financial services and opportunistic investment. It provides financing for buyout capital requirements. | Finance |
