Grace Cleary Yu, Cfa
About Grace Cleary Yu, Cfa
Grace Cleary Yu is an Executive Director and Senior Client Advisor at UBS, specializing in pension plan external manager research and private wealth management. She has previously held positions at Guardian Capital Group and CFA Society Toronto, and she holds a Master's degree in Finance from Saint Mary's University.
Current Role at UBS
Grace Cleary Yu serves as the Executive Director and Senior Client Advisor at UBS. She has held this position since 2020, contributing to the firm's operations in Toronto, Ontario, Canada. In her role, she focuses on private wealth and foundation management, leveraging her expertise in capital markets and business development.
Previous Experience at Guardian Capital Group
Prior to her current role, Grace Cleary Yu worked at Guardian Capital Group as a Client Portfolio Manager from 2017 to 2020. During her three years at the firm, she was based in Toronto, Ontario, Canada, where she specialized in pension plan external manager research, monitoring, and implementation.
Education and Expertise
Grace Cleary Yu studied Finance at Saint Mary's University, where she earned her Master's degree. She furthered her education at the University of Toronto's Rotman School of Management, completing the ICD NFP Governance Essentials Program in 2018. Her expertise includes institutional market intelligence with a focus on product development and management.
Board Membership at CFA Society Toronto
Grace Cleary Yu served on the Board of Directors for CFA Society Toronto from 2018 to 2021. During her three-year tenure, she engaged in initiatives that supported the finance community in Toronto, Ontario, Canada, contributing her insights and experience in the field.