Our Advisors

Steve Yu, CFA

Director of Investment Research

Steve has over fifteen years of experience in the financial services industry. As Director of Investment Research, he helps the team monitor the financial landscape, identify opportunities, formulate strategies and perform due diligence. His skills and experience in a multitude of assets classes and market cycles provide additional strength to the team’s rigorous process.

Before joining Burnham Gibson, Steve was a Senior Portfolio Manager at an investment advisory firm. During his career, his experience ranges from business valuation, stock analysis, trading, and portfolio construction.

Steve earned his Bachelor of Science degree in Engineering from University of California, Los Angeles and a Master of Science degree in Engineering from the University of Southern California. He is a CFA Charterholder and a member of the CFA Society of Orange County. In his free time, Steve enjoys spending time with his wife of over two decades and his three children. He also enjoys reading, music, photography, and nature.

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