Jeffrey J. Yu, CFP®, CPA

Jeffrey J. Yu, CFP®, CPA

Executive Director

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Education: 
Kelley School of Business, Indiana University, Bloomington, IN

Degree
B.S. in Accounting

Certification
Certified Public Accountant
Certified Financial Planner™ Professional
Series 65

Industry Experience
Since 1985

Column Experience
Executive Director and Chief Compliance Officer- Since 2007

Hometown
Indianapolis, Indiana

Resides
Indianapolis, Indiana

Activities
Indiana University Student Foundation Advisory Board
Lawrence Township School Foundation (Past Board President)
Planned Giving Committee Chair,
Investment Committee Member
Lawrence Township Boys Basketball League (Board President)
Village of Merici Board Member
Central Indiana Community Foundation Professional Advisors Leadership Council (Past Chairman)
Indiana University School of Medicine Planned Giving Committee Member
St. Vincent Hospital Foundation Planned Giving Committee Member
Castleton Sertoma Club Member

Memberships
American Institute of Certified Public Accountants (AICPA)
Indiana CPA Society
Financial Planning Association (FPA) of Greater Indiana (Past Board Member)

Jeff joined Column Capital as an Executive Director in 2007 after spending many years as a wealth advisor primarily at a large regional accounting firm. At Column Capital, Jeff serves as an Executive Director as well as the Chief Compliance Officer. He spends a large portion of his time serving his clients’ financial, tax and investment planning needs. Jeff and his wife, Mei Ling, reside in the Geist area and have four children. He is an avid tennis player and also enjoys volunteering in the community. Jeff and his family are members of Geist Christian Church.