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Aarin Yu

Aarin Yu
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ABOUT
I run Heritage Financial Staffing, an on-demand financial analyst practice. I can be engaged on a project-by-project or contract basis for short term assignments such as forecasting, budgeting, financial statement projection, investment research, assistance with deal diligence, and other financial undertakings. My clients range from start-up entrepreneurs putting together business plans to multi-million dollar investment funds.

I have spent the last 6 years of my career in the investment management industry and am very well-versed in financial methods. Previously, I worked as an equity analyst at a diversified investment firm with $1.5 billion of AUM. The firm invested in direct public equities, real estate, ...More
SNAPSHOT
  • Description: Independent / boutique research firm analyst. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, ETFs, Energy stocks, REITs, Stocks - long, Stocks - short
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