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Raymond Yu

Portfolio Operations & Technology Manager

Raymond joined the firm in 2015 and serves as Portfolio Operations & Technology Manager. Raymond is responsible for overseeing the operations team as well as managing, developing and implementing all technology for the firm. Prior to joining BOS, Raymond worked at Black Diamond/Advent (now part of SS&C), Schwab Advisory Services, JP Morgan, Fidelity, Montgomery/Bank of America Securities and Barclays Global Investors (now Blackrock) attaining expertise within operations, trading, compliance, legal, marketing, business development, service, relationship management, vendor management, project management, product management and technology.

Raymond lives in San Francisco with his family.

  • BS in Economics, San Francisco State University

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