Yumi Koh is a seasoned Vice President at Merrill Lynch, where she leverages over 25 years of extensive experience in global asset allocation and alternative investments to deliver tailored wealth management solutions for ultra-high net worth individuals, multi-generational families, and philanthropic foundations. Her expertise in...
Yumi Koh is a seasoned Vice President at Merrill Lynch, where she leverages over 25 years of extensive experience in global asset allocation and alternative investments to deliver tailored wealth management solutions for ultra-high net worth individuals, multi-generational families, and philanthropic foundations. Her expertise in ESG (environmental, social impact, and governance) investing positions her as a thought leader in sustainable finance, enabling her clients to align their investment strategies with their values while maximizing returns.
At Merrill Lynch, Yumi has spearheaded key projects that focus on comprehensive capital markets advisory, integrating due diligence processes and business analysis to ensure informed decision-making. Her proficiency in equities, emerging markets, and securities has been instrumental in crafting innovative investment strategies that address the unique needs of family offices and endowments. Yumi's commitment to next-generation stewardship is evident in her mentorship of young investors, guiding them through the complexities of financial planning and trust & estate management.
As a Herndon Directors Institute Fellow since January 2022, Yumi is dedicated to enhancing her leadership skills and expanding her network within the industry. Her negotiation acumen and deep understanding of mergers & acquisitions further bolster her ability to navigate complex financial landscapes, making her an invaluable asset to her clients and the broader financial community. With a strong focus on philanthropy, Yumi is passionate about helping clients create impactful legacies that resonate across generations, ensuring that their wealth serves a greater purpose.
