Qiuxue Yang

Member, Summa Group at Oppenheimer & Co., Inc.

Qiuxue Yang

Qiuxue Yang

Member, Summa Group at Oppenheimer & Co., Inc.

Biography

Qiuxue Yang, Valerie was born and raised in China and came to the United States to attend college. She always had an interest in finance and statistics after observing for years as her businesswoman-mother successfully invested in the stock market.

Today at the Summa Group, Valerie focuses on investment due diligence, conducting analytical work on portfolio construction, mutual fund research and monitoring. She has built models to screen mutual funds and conducts risk management modeling. She is proficient in computer programming and has designed sophisticated reporting templates. Valerie also is a great resource and connection for the Chinese speaking clients of the Summa Group.

Valerie graduated from Purdue University with a Bachelor of Science in Economics and a minor in Mathematics. She earned a Masters in Financial Engineering at UCLA and began at the Summa Group as an intern.

She enjoys tennis and hiking and is a self-professed foodie who likes cooking and many different cuisines. Valerie also enjoys traveling throughout the United States with her parents when they come from China each summer. Valerie and her husband were married in May 2016 in Hawaii.

Overview
RelSci Relationships

574

Interests

Travel, Cooking, Food, Hiking, Tennis

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Relationships
RelSci Relationships are individuals Qiuxue Yang likely has professional access to. A relationship does not necessarily indicate a personal connection.

Wealth Manager at Parallel Advisors LLC

Relationship likelihood: Weak

Former Chief Compliance Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

Former Managing Director, Head of Debt Capital Markets & Syndication at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

President, Director at Oppenheimer Asset Management, Inc.

Relationship likelihood: Weak

Chief Market Strategist at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

Global Head of Trading at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

Associate Director of Investments at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

Former Managing Director at BMO Capital Markets - United States

Relationship likelihood: Weak

Director, Investments at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

Director, Private Shares Group at Oppenheimer & Co., Inc.

Relationship likelihood: Weak

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Qiuxue Yang
Member, Summa Group at Oppenheimer & Co., Inc.
Education
Masters in Financial Engineering

UCLA's primary purpose as a public research university is the creation, dissemination, preservation and application of knowledge for the betterment of our global society. To fulfill this mission, UCLA is committed to academic freedom in its fullest terms: We value open access to information, free and lively debate conducted with mutual respect for individuals, and freedom from intolerance. In all of our pursuits, we strive at once for excellence and diversity, recognizing that openness and inclusion produce true quality. These values underlie our three institutional responsibilities. Learning and teaching at UCLA are guided by the belief that undergraduate, graduate and professional school students and their teachers belong to a community of scholars. This community is dedicated to providing students with a foundational understanding of a broad range of disciplines followed by the opportunity for in-depth study in a chosen discipline. All members of the community are engaged together in discovering and advancing knowledge and practice. Learning occurs not only in the classroom but also through engagement in campus life and in communities and organizations beyond the university.

Bachelor of Science in Economics with a Minor in Mathematics

Purdue University, located in West Lafayette, Indiana, is the flagship university of the six-campus Purdue University system. Purdue was founded on May 6, 1869, as a land-grant university when the Indiana General Assembly, taking advantage of the Morrill Act, accepted a donation of land and money from Lafayette businessman John Purdue to establish a college of science, technology, and agriculture in his name. The first classes were held on September 16, 1874, with six instructors and 39 students. The university was founded with the gift of $150,000 from John Purdue, a Lafayette business leader and philanthropist, along with $50,000 from Tippecanoe County, and 150 acres (0.6 km²) of land from Lafayette residents in support of the project. In 1869, it was decided that the new school would be built near the city of Lafayette and established as Purdue University, in the name of the institution’s principal benefactor. The West Lafayette campus offers more than 200 majors for undergraduates, over 70 master’s and doctoral programs, and professional degrees in pharmacy and veterinary medicine. In addition, Purdue has 18 intercollegiate sports teams and more than 850 student organizations. Today, Purdue is a member of the Big Ten Conference. Purdue enrolls the second largest student body of any university in Indiana as well as the fourth largest international student population of any university in the United States.

Career History
Member, Summa Group
Current

Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, they have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer is a registered broker-dealer and investment advisory firm.

Other Affiliations

Qiuxue Yang is affiliated with Oppenheimer & Co., Inc.

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