Tell me and I forget. Teach me and I remember. Involve me and I learn.”

Benjamin Franklin

Senior Management

Betty Yu, CFA

Executive Vice President

Betty Yu is an Executive Vice-President of Keystone Global Partners. Ms. Yu focuses on business development and providing financial and investment advice to the firm’s diverse group of high net worth private clients and their families.

Ms. Yu is also the Chief Operating Officer and Managing Director at Knights Investment Group. Previously, she was a Managing Partner at Telesia International and an Executive Director at The Balloch Group with their cross-border investment banking and M&A advisory practice. Prior to that, she was a Vice President in the Mergers & Acquisitions Group, Investment Banking Department at the leading Japanese investment bank/broker-dealer Daiwa Securities America. She also worked for Morgan Stanley Smith Barney in Wealth Management and as a consultant at Goldman Sachs in various capacities.

Betty holds a Bachelor’s degree in International Business Law from Fudan University, Shanghai, and an MBA degree in Finance from Baruch College, New York. She is a CFA charter holder and holds NASD Series 7 & 63 securities licenses.