Managing Director Partner@ Beacon Pointe
Los Angeles, California, United States
Indya Yuill
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La Jolla Country Day School
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FlashIntel GPTIndya Yuill is a highly experienced professional with 15.7 years of work experience in the financial industry. She specializes in equities, investments, hedge funds, capital markets, and investment management. Based in Los Angeles, California, Indya helps high-net-worth individuals and families make informed decisions related to their wealth, coordinating investment management and financial planning to create and implement cohesive plans for their financial lives. She is the Managing Director at Beacon Pointe Advisors, a consulting firm that focuses on full-service financial planning and research-driven investments.
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About
I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement a cohesive plan for their financial lives. Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Specialties: Wealth Management, Financial Planning, Investment Advisory Services, Portfolio Construction, Asset Allocation
...See MoreWork Experience
Managing Director Partner
Managing Director
Managing Director | Partner
Financial Services
Indya Yuill's Professional Milestones
- Managing Director (2016-05-01~): Driving profitability and the management of the company to achieve sustainable growth and profitability.
- Women's Advisory Institute Board Member (2016-01-01~): Developing and implementing strategies to foster the growth and success of women's advocacy efforts.
Education
Skill
Equities
Investments
Hedge Funds
Capital Markets
Investment Management
Key Client Relationships
Alternative Investments
Portfolio Management
Asset Management
Credit
Securities
Fixed Income
Mutual Funds
Investment Strategies
Client Presentation
Sales Presentations
Financial Analysis
Private Equity
Due Diligence
Fund Of Funds
Options
Valuation
Corporate Finance
Yoga
Food And Beverage
Equity Research
Structured Finance
Financial Services
Wealth Management
Relationship Management
Financial Markets
Bonds
Investor Relations
Equity Valuation
Asset Allocation
Structured Products
Asset Backed Lending
Certification
Colleagues
Shannon Eusey
Chief Executive Officer | Public Board Member
Garth Flint
Partner | Founder
David Le
Chief Technology Officer | Wealth Advisor
Kevin DiSano
Chief Growth Officer
Karisa Diephouse
chief operating officer at beacon pointe
Other Named Indya Yuill
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Indya Yuill works for Beacon Pointe
Indya Yuill's role in Beacon Pointe is Managing Director Partner
Indya Yuill works in the industry of Financial Services
Indya Yuill's colleagues are Shannon Eusey,Garth Flint,David Le
Indya Yuill's latest job experience is Managing Director Partner at Beacon Pointe
Indya Yuill's latest education in La Jolla Country Day School
