Ni Hao everyone! After months of waiting, we’re thrilled to finally introduce Helen Yang in today’s episode of In the Suite! Helen Yang is an inspirational and giving person. She’s a CFA by designation, a FinTech veteran for 20 years, a co-winner of the Harry Markowitz Award, an involved mother of two children, and an active board member of Asian Americans for Equal Rights.
She started her career at Thomson Reuters and Charles River Development. Helen was dissatisfied with the ‘cookie-cutter’ service she was receiving from financial advisors. She realized that financial advisers didn’t have the right tools to deliver the kind of personalized insights and services she was looking for. With the mission to fill this gap, Helen founded Andes Wealth Technologies.
For the second year in a row, Andes Wealth Technologies was selected as a finalist in the 2021 WealthManagement.com Industry Award in the Risk Tolerance and Client Profiling category, and for the first time, a finalist in the Portfolio Analytics category.
Helen is inspired by acts of kindness around her and volunteers extensively to give back to society. She serves on the board of Lexington Lions Club and Asian Americans for Equal Rights.
In this episode, you will learn about her awe-inspiring growth journey and how she balances her personal and professional life. We also cover powerful and educational topics, including the identity and challenges experienced by Asian Americans and what we can do to combat hate. Helen also shares knowledge on why risk tolerance is essential and shares relevant stories.
Find the agenda of our conversation with Helen below:
-Helen Yang Twitter
-Helen Yang LinkedIn
-Andes Wealth Technologies LinkedIn
-Andes Wealth Technologies
-Andes Wealth Technologies Named Finalists for Two 2021 Industry Awards
-t3 Technology Software Survey Report
-The Undoing Project: A Friendship that Changed Our Lives by Michael Lewis on Amazon
If you can never get enough true crime... Congratulations, you’ve found your people.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.