1 week ago
Market Thoughts 9.23.2022
Stocks slumped on Friday and closed with their fifth weekly...
- With CAPTRUST Since 2021
- 617.488.2700
-
One Liberty Square 13th Floor
Boston, MA 02109
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
News & Resources
Resources
Endowments & Foundations
2 months ago
Alternative Investments for Endowments and Foundations
The elevated state of market volatility provides a timely reminder...
Resources
3 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Resources
5 months ago
Market Thoughts 5.6.2022
After one of the worst trading days in 2022, it’s...
