Adele Young

Senior Portfolio Manager at TIAA | Burlingame, California, United States

About Adele Young

Adele Young is a seasoned Senior Portfolio Manager at TIAA-CREF Trust Company, based in San Francisco, CA, where she expertly navigates the complexities of managing investment portfolios for high-net-worth clients. With a strong focus on risk mitigation, Adele employs a diversified strategy that not only seeks to optimize returns but also aligns with the unique financial goals and retirement timelines of her clients. Many of her clients are either retired or approaching retirement, making estate planning a critical aspect of her role. Adele's deep understanding of fiduciary responsibility ensures that she prioritizes her clients' best interests, providing tailored financial analysis and investment strategies that address their specific needs.

In her current position, Adele is actively involved in key projects that emphasize sustainable investing and the integration of ESG (Environmental, Social, and Governance) factors into portfolio management. This approach not only reflects her commitment to responsible investing but also resonates with the values of her clients, who increasingly seek to align their financial decisions with their personal beliefs. Her leadership in the firm extends beyond portfolio management; she collaborates with a multidisciplinary team to develop comprehensive retirement strategies that encompass insurance and corporate finance, ensuring that her clients are well-prepared for the future.

Adele's expertise in asset management and her proactive approach to financial planning have positioned her as a trusted advisor in the industry. By leveraging her extensive knowledge and experience, she empowers her clients to navigate the complexities of wealth management, ultimately helping them achieve their long-term financial objectives with confidence.

Adele Young Work