Tao Yu Quantitative Analyst - Private Client

Tao Yu

Tao is a Quantitative Analyst in our Investment Management team and is responsible for researching market and economic trends from a quantitative and data-oriented perspective. 

Experience 

He joined the firm in 2021 and has previously worked as a data analyst at EY. Before joining Forvis Mazars, Tao obtained a master’s degree in Mathematics and Finance from Imperial College London and completed a bachelor’s degree in Financial Mathematics and Actuarial Science at University College Cork in Ireland. 

Work Highlights 

Tao’s research is used to guide asset allocation decisions on the firm’s model portfolio. Tao played an integral role in developing the firm’s Strategic Asset Allocation and regularly writes articles on financial markets.

Accreditations/ Memberships of professional bodies 

  • Completed CFA level 1
  • Certificate in Investment Management (IMC)

Areas of Expertise 

  • Wealth Management

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