Samantha Yu

Investment Analyst

EXPERIENCE

Samantha is one of Cornerstone’s Investment Analysts and a member of the firm’s Investment Policy Committee and Retirement Planning Team. She was an extern with Cornerstone as a freshman in college and joined the firm upon completion of her degree. Outside of Cornerstone, Samantha can often be found spending time with her friends and family, reading anything from Middle English literature to modern non-fiction, or designing planner inserts for her Etsy store. Samantha graduated as valedictorian from Lafayette College with a B.A. in Economics, minor in English, and certificate in financial policy and analysis. She is a CFA Level II candidate and will be taking the Level II exam in June 2019.