Contact Form for Dan Yu

212.891.4176

Dan Yu

Dan Yu is a director at Eisner. Dan provides comprehensive services to high net-worth individuals, and has served executives and employees at AT&T, Novartis, Avaya, BNP Paribas, and Tiffany & Co. Dan’s consulting services include investment asset allocation design and drafting tailored investment policy statements attendant to client’s risk profiles and investment objectives, analyzing clients’ overall balance sheet and cash flow position and modeling asset future accumulation considering various time horizons and varying assumptions, developing comprehensive goals based financial plans, and formulating financial plan implementation processes to attain financial objectives. He regularly reviews employee and executive benefit plans and provides compensation planning services, and also addresses equity compensation matters.

Dan also provides tax compliance and consulting services including assisting clients to manage their exposure to Alternative Minimum Tax (AMT). He is a frequent speaker and has presented seminars to clients on various matters, including integrated retirement and investment planning, the independent analysis of life insurance and long term disability income insurance, and estate and asset protection planning and education funding. Dan provides financial education and investment planning seminars to corporate employees, and works with corporate human resource professionals to design and present related communications to employees. Dan has extensive experience in reviewing due diligence processes undertaken by open architecture investment platforms in order to determine the investment suitability for corporate employee populations, retirement plan participants, IRA investors, and high net worth individuals. He regularly interacts with independent investment managers in reviewing and discussing manager objectives, performance and style, fees, and related matters.

Prior to joining Eisner, Dan was a Senior Manager at KPMG LLP and PricewaterhouseCoopers LLP in the firms’ New York City business units. He was formerly a financial analyst at Chase Manhattan Bank in the Global Investor Services Practice and the Latin America Private Banking Practice. Dan is a Certified Financial Planning (CFP®), Certified Investment Management Analyst (CIMA®) and Certified Investment Management Consultant (CIMC®) Designee, and a Registered Investment Advisor.