Our Professionals

Yuli A. Yeliseyev, CFA
Investment Management Associate

Yuli has been in the financial services industry for over a decade. He earned his bachelor’s degree in Economics from Gettysburg College, and his MBA degree in Finance from the Simon Graduate School of Business Administration at the University of Rochester.

As a Chartered Financial Analyst®, Yuli is a member of the CFA Institute. In addition, he is a Subject Matter Expert and Instructor at Stalla Review for the CFA Exams.

He is responsible for day-to-day investment management activities including portfolio design, implementation, and trading. Yuli also works on special projects, performs investment research and assists in the administration of the firm’s compliance program, and participates in Investment Committee meetings.

Prior to joining The Monitor Group, Yuli served as an Investment Advisor at McLean Asset Management Corp., a Financial Advisor at Morgan Stanley, and an Economist at PlanEcon, Inc., an economic research and consulting firm in Washington, DC.