Henry Yu

Q: What is Henry Yu email address?

Email Henry Yu at henryyu2@gmail.com and hyu@summaglobal.com. This email is the most updated Henry Yu email found in 2026.

Q: How to contact Henry Yu?

To contact Henry Yu send an email to henryyu2@gmail.com or hyu@summaglobal.com. If you want to call Henry Yu try calling on +19712697788 and +15037770862.

Managing Member & Portfolio Manager at Summa Global Advisors | Portland, Oregon, United States

About Henry Yu

Henry Yu serves as the Managing Member and Portfolio Manager at Summa Global Advisors, where he leverages his extensive expertise in comprehensive financial planning and asset management to guide clients toward achieving their financial goals. With a strong foundation as a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Estate Planner Professional, Henry is dedicated to providing tailored investment advisory services that align with each client’s unique financial landscape. His fluency in Cantonese, Mandarin, and Shanghainese allows him to connect with a diverse clientele, ensuring that language barriers do not hinder the delivery of exceptional financial guidance.

At Summa Global Advisors, Henry is currently spearheading several key projects focused on alternative investments and retirement planning strategies. His innovative approach to portfolio management incorporates a blend of traditional and non-traditional assets, allowing clients to diversify their investments and mitigate risk effectively. By utilizing his executive certificate in financial planning, he conducts thorough client presentations that demystify complex financial concepts, empowering clients to make informed decisions regarding their wealth.

Henry’s commitment to financial literacy extends beyond individual client interactions; he actively engages in community outreach initiatives aimed at enhancing financial health awareness. He believes that better financial health leads to improved overall well-being, and he is passionate about equipping individuals with the knowledge and tools necessary to achieve financial freedom. With a keen eye for market trends and a proactive approach to personal financial planning, Henry Yu continues to make a significant impact in the financial advisory industry, helping clients navigate their financial journeys with confidence.

Henry Yu Work

Managing Member & Portfolio Manager at Summa Global Advisors in October 2009 to Present

Managing Director at Summa Global Advisors in January 2022 to Present

Private Client Service Associate at Coldstream Capital Management in October 2005 to July 2009

Henry Yu Skills

Customer Service

Asset Allocation

Portfolio Management

About Henry Yu's Current Company

Summa Global Advisors

Discover more about Summa Global Advisors

Frequently Asked Questions about Henry Yu

What is Henry Yu email address?

Email Henry Yu at [email protected] and [email protected]. This email is the most updated Henry Yu email found in 2026.

What is Henry Yu phone number?

Henry Yu phone number is +19712697788 and +15037770862.

How to contact Henry Yu?

To contact Henry Yu send an email to [email protected] or [email protected]. If you want to call Henry Yu try calling on +19712697788 and +15037770862.