Yvonne Yiu emigrated to the United States from Hong Kong at the age of 16. Despite the fact that English is her second language, she excelled in her classes and earned her Bachelor’s degree from UCLA as well as an MBA from Loyola Marymount University.
Yvonne has extensive experience as a financial advisor through her time at Schwab and Citibank, as well as in management as a Branch Manager at E*Trade and Regional Manager at Merrill Lynch. At Merrill Lynch, she managed 5 international branches, 53 financial advisors and $4 billion assets. In 2009, she decided to start her own Broker-Dealer, choosing her own projects and exploring areas that she was interested in, including private equity funds such as hedge funds, real-estate private funds. Yvonne is proud of her achievements and has decided that it is time to move her life in a new direction.
As a long time resident of Monterey Park, Yvonne has worked to be an active member of the community. Currently, she serves as a Member of General Plan Advisory Committee of Monterey Park 2040. In addition, she has been an emcee of over 150 events in the community in the last 15 years. She is also on the Board of Directors at Boys and Girls Club of West San Gabriel Valley and Greater Monterey Park Chamber of Commerce. Lastly, she is a Member of Morning Light Scholarship Foundation, Former Chairman of Investment Committee of Hong Kong Student Scholarship Foundation, and Former Board Member of the Hong Kong Student Scholarship Foundation and Hong Kong Student Alumni Federation.