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Valerie Yuen
Analyst and Trader at Longfellow Investment Management Co. LLC
About
Valerie Yuen is an Analyst and Trader at Longfellow Investment Management Co., LLC, based in Boston, Massachusetts, where she monitors investment opportunities and executes trades to support client portfolios. In her current capacity, she focuses on equity analysis and trading, leveraging her analytical expertise to contribute to the firm's investment process, particularly in U.S. equity and related asset classes.
Prior to her current role, Valerie served in progressive research and trading positions within Longfellow Investment Management, demonstrating a trajectory from Research Analyst to her current Analyst and Trader post. This experience has given her a comprehensive understanding of investment research, portfolio construction, and execution, with an emphasis on finance and consumer services sectors.
Valerie holds an MBA from Boston University's Questrom School of Business, a degree from Columbia University, and a Bachelor of Arts from Smith College. Her international background is further enriched by an International Baccalaureate Diploma from the Canadian International School of Hong Kong, supporting her global perspective and analytical rigor in investment research.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Longfellow Investment Management Co., LLC | Analyst and Trader | Aug 2023 to Present | — |
| Longfellow Investment Management Co., LLC | Research Analyst and Trader | Nov 2022 to Aug 2023 | — |
| Longfellow Investment Management Co., LLC | Research Analyst | Oct 2021 to Nov 2022 | — |
| IHS Markit | Associate Director | Dec 2020 to Oct 2021 | — |
| IHS Markit | Senior Fixed Income Business Development and Strategy Associate | Nov 2018 to Dec 2020 | — |
| IHS Markit | Securitized Products Analyst | Aug 2014 to Nov 2018 | — |
| Lazarus Center for Career Development | Peer Advisor | Sep 2013 to May 2014 | — |
| MAI Wealth Advisors, LLC | Dividend Strategies Intern | May 2013 to Aug 2013 | — |
| Principal International (Asia) Ltd | Principal Asset Management Intern | Jul 2012 to Aug 2012 | — |
| Michael Page International | Human Resources Intern | Jun 2012 to Jul 2012 | — |
| Principal International (Asia) Ltd | Fund Accounting Intern | Jun 2011 to Aug 2011 | — |
| Canadian International School of Hong Kong | Peer Typing Mentor | Jan 2009 to Jan 2010 | — |
Education
Questrom School of Business, Boston University
Master of Business Administration - MBA
2024 — 2026
Columbia University
Smith College
Bachelor of Arts (B.A.)
Canadian International School of Hong Kong
International Baccalaureate Diploma, Ontario Secondary School Diploma
Skills & Expertise
Others at Longfellow Investment Management Co. LLC (15)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Boston, MA , United States | |
B Barbara McKenna | Managing Principal and Portfolio Manager | Boston, MA , United States |
| ESG Strategist | Boston, MA , United States | |
D David Stuehr | Principal, Portfolio Manager | Westwood, MA , United States |
| Corporate Trader | Merrimack, NH , United States | |
M Marcos Duque | Analyst and Trader | Boston, MA , United States |
R Ryan Nelson | Principal, Portfolio Manager | Boston, MA , United States |
| Portfolio Manager and Trader | Whitman, MA , United States | |
| Securitized Trader | Philadelphia, PA , United States | |
| Portfolio Manager | East Greenwich, RI , United States |
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