Ellen Yan

Private Equity Investor bei

Circle Peak Capital LLC

Finance

Consumer Services

Profil

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.

Aktive Positionen von Ellen Yan

Unternehmen	Position	Beginn
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

Alle aktiven Positionen von Ellen Yan

Ehemalige bekannte Positionen von Ellen Yan

Unternehmen	Position	Ende
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	-

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Unternehmensverbindungen

Private Unternehmen	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