3 weeks ago
Market Thoughts 5.6.2022
After one of the worst trading days in 2022, it’s...
- With CAPTRUST Since 2021
- 617.488.2700
-
101 Federal Street 14th Floor
Boston, MA 02110
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
Resources
1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Resources
3 months ago
After Buildup, Russia Invades Ukraine
After several weeks of buildup and anticipation, Russia launched a...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
