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Wilson Mak Yi

Wilson Mak Yi

Senior Associate,
Relationship Manager

  • New Orleans, LA
  • 1984 by George Orwell
  • Ellen DeGeneres, Dwayne Johnson, and Jimmy Fallon
  • “In the middle of every difficulty lies opportunity.” —Albert Einstein
  • Humility, integrity, and resilience

Financial Advisors

Wilson Yi is a wealth management financial advisor based in Boston, MA.

CAPTRUST welcomed Wilson in 2021. He serves as a relationship manager and provides clients with financial planning, investment management, and multi-generational tax strategies support.

Wilson joined CAPTRUST from RINET—a fee-only wealth management firm—where he was a member of the wealth planning group and served as a client advisor.

Wilson holds a Bachelor of Science in Business Administration from Northeastern University. He is also a member of the National Association of Realtors and the Greater Boston Real Estate Board.

Wilson enjoys collecting comic books, fishing, racquetball, and watching a variety of sports.

Education

  • Bachelor of Science in business administration from Northeastern University

Memberships

  • Member, National Association of Realtors
  • Member, The Greater Boston Real Estate
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