National Sales Manager
Jae Yu is the National Sales Manager for SIA on investment advisory platforms such as Envestnet. He oversees the distribution, wholesaling, marketing, and key account relationship efforts for the advisory platform sales unit.
Before joining SIA in 2020, he was a VP of Investment Advisory Solutions (IAS) with Bank of the West, a subsidiary of BNP Paribas. At Bank of the West, he led the wholesaling and sales efforts of IAS, increasing the visibility and adoption of the advisory platform at the B/D. Prior to Bank of the West, he was the Western Regional Director for Lockwood Advisors, a BNY Mellon Co., where he was responsible for the wholesaling and business development efforts of the Lockwood managed account platform in the west. In total, he has over 20 years of experience partnering with advisors to help them grow their investment advisory business.
Jae earned his Master of Business Administration (MBA) from The George Washington University in Washington, DC. He holds Series 7, 6, 66, and 24 licenses. He resides in Southern California with his wife, twin daughters, and son. He is originally from Philadelphia and a proud Philadelphia sports fan.