Zheng Yu is a Private Advisor, Vice President with the Rockefeller Family Office in Mountain View, California. In addition to providing comprehensive financial services to ultra-high-net-worth families, Zheng advises the next generation of clients on investment management, tax and estate planning, client accounting services, and risk management.
Before joining Rockefeller in November 2019, Zheng was the Director of Research of Financial Clarity, Inc., a boutique multifamily office that advises ultra-high-net-worth families with complicated financial needs. Zheng was responsible for seeking investment opportunities and carrying out due diligence in a wide range of alternative investment products. Prior to that, Zheng was a graduate research and teaching assistant, teaching undergraduate finance classes at Mississippi State University.
Zheng earned her M.S. degree in Business Administration (Finance) from the Mississippi State University, a BA in International Finance from the Zhongnan University of Economics and Law. Zheng is a CFA charterholder.