Walter Yu

Walter Yu is the Director of Portfolio Management & Trading at Abacus Wealth Partners. Prior to joining Abacus, Walter served as a Business Analyst at the Simon School Venture Capital Fund and an Investment Banking Intern at CICC.

At the Simon School Venture Capital Fund, Walter coordinated with clients and arranged client meetings, interviewed clients, designed question lists, and determined objectives. Walter also investigated the local charity industry and conducted market and competitor analysis, located major operation problems, forecasted financial statements for five years, located main revenue streams, and developed cost analysis for five core businesses. Finally, they modeled valuations using the DCF method to determine enterprise value and generated and presented final investment recommendations.

At CICC, Walter arranged and led 30 due diligence interviews in five provinces, working with a team of lawyers and auditors. Walter also confirmed the authenticity of major transactions and tax compliance by visiting six government offices and collating due diligence files. Additionally, they built a DCF valuation model to suggest an issue price based on three years of annual financial reports and management suggestions. Walter also analyzed financial reports to provide data support in the Financial Condition and Results of Operations chapter in prospectuses and composed the first draft of three chapters in prospectuses.

Walter Yu has a Master's degree in Finance from the University of Rochester - Simon Business School. Walter was an exchange student at the NEOMA Business School, where they studied business analysis. Walter also has a Bachelor's degree in economics and finance from Tsinghua University.

Walter Yu works with Chrysantha Cosby - Director of Client Service, Carrie Armstrong - Executive Assistant & Office Host, and Brooke Mease - Associate Creative Director. Their manager is Mary Beth Storjohann, CEO. and David Hecker - Trading Analyst reports to Walter Yu.