Larry Yu | Relationship Manager
Larry graduated from UC Berkeley in 2011 with a B.A. in Economics and has over 7 years of financial services experience. Previously, he was a Registered Client Service Associate at both Credit Suisse and Morgan Stanley where he focused on providing the white glove treatment while taking lead in the entire operations for dedicated wealth management teams. At Credit Suisse he was also responsible for all 10b5-1 plans administered through APAC and the distribution of syndicate deals.
He is a Relationship Manager dedicated to Laila Pence and her team within the Newport Beach office. On the weekends one will commonly find him hiking with the love of his life, his 7-year old pup, Spot-acus. His favorite hobbies outside of helping others are paintballing and backpacking.