Investment Associate

Yi (Emily) Ji is a Client Service Associate at YorkBridge Wealth Partners. She is responsible for maintaining, deepening and enriching client relationships. She also supports aspects of investments and portfolio activities, which include preparing client presentations and performance reports.

Emily holds a Master’s degree in finance from University of Maryland College Park and is a CFA Level III candidate. Prior to joining the team, she was a financial services assistant at The Insurance Exchange Inc.. Emily lives in Roosevelt Island with her husband. In her spare time, she enjoys hiking and camping.