Hannah Yap
Senior Associate, Operations and Data Analytics at Delegate Advisors | Wake Forest, North Carolina, United States
Hannah Yap’s Email & Phone Number
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Senior Associate, Operations and Data Analytics at Delegate Advisors in January 2023 - Present
Financial Reporting Associate at Delegate Advisors in June 2019 - January 2023
Analyst at Delegate Advisors in June 2016 - June 2019
Singapore Management University, Bachelor of Accountancy
University of South Carolina-Columbia
Delegate Advisors is comprised of a team of professionals based in Chapel Hill, NC who have dedicated decades-long careers to providing independent wealth advice. Led by Chief Executive Officer Andy Hart, our firm is built for large families who are seeking technical, highly specialized and multi-faceted advice. With 26 years of experience, Hart has built the firm with the belief that each client is different, and each family deserves advice and guidance as unique as they are. Our work is different and complex. Here’s how: • We manage assets on a discretionary OR non-discretionary basis. • We don’t just make decisions – we painstakingly create models to demonstrate potential outcomes, so our clients feel informed, empowered and safe. • The advice we provide goes beyond the norm – our clients get creative wealth solutions, finding ways to save on taxes, fees and costs • We work with our clients’ entire team of external advisors so that their wealth strategy is holistic and seamlessly executed. Our firm provides: • Wealth advice – fiduciary advice on a wide range of topics • Investment advice – institutional-quality investment opportunities on a discretionary or non-discretionary basis
Discover more about Delegate AdvisorsRELATIONSHIP MANAGEMENT │ CONSULTING │ BUSINESS DEVELOPMENT │ ASSET MANAGEMENT
Independent Consultant at Delegate Advisors
(September 2017 – Present)
Kenan Flagler Business School Student at the University of North Carolina at Chapel Hill
Investment Analyst Intern at Delegate Advisors
(March 2023 – Present)
Director of Investment Research and Partner at Delegate Advisors
Partner at Delegate Advisors
(March 2012 – Present)
Finance Associate
Associate, Operations and Data Analytics at Delegate Advisors
(August 2022 – Present)
President and Chief Investment Officer | Delegate Advisors
President and Chief Investment Officer at Delegate Advisors
(February 2022 – Present)
Senior Investment Associate at Delegate Advisors
Senior Associate, Investments at Delegate Advisors
(October 2017 – Present)
What is Hannah Yap email address?
Email Hannah Yap at [email protected] and [email protected]. This email is the most updated Hannah Yap's email found in 2026.
How to contact Hannah Yap?
To contact Hannah Yap send an email to [email protected] or [email protected].
What company does Hannah Yap work for?
Hannah Yap works for Delegate Advisors.
What is Hannah Yap's role at Delegate Advisors?
Hannah Yap is Senior Associate, Operations and Data Analytics
What industry does Hannah Yap work in?
Hannah Yap works in the Financial Services industry.