"While we're all disruptors and innovators at heart, we still understand the need to be thoughtful with business decisions and build for long-term sustainability."
Yufei Man
What career & life path led you to working at OneVest?
Prior to OneVest, I spent 10 years working in the wealth management industry. During that time I discovered my passion for managing portfolios and helping people reach their financial goals. That said, I had always felt that the industry could do better. From underserved client segments to a flooded market of basic investment solutions, the wealth management industry had grown rather stagnant. Then I met the founders of OneVest who shared a similar vision as I did - and the rest was history.
What do you do at OneVest?
My role is Chief Investment Officer and Chief Compliance Officer. Previous senior roles at other organizations have really helped me build a strong foundation in terms of culture and leadership, as well as how to build kick-ass investment products that customers actually want. My vision for the future of wealth management is one that is customer-centric, sophisticated, and most importantly: accessible and affordable.
What is your favourite part about working at OneVest?
Never have I ever been part of an organization where it truly felt like everyone was rowing in the same direction. While we're all disruptors and innovators at heart, we still understand the need to be thoughtful with business decisions and build for long-term sustainability. Most importantly, everyone here demonstrates mutual respect, especially when there are disagreements - and that's when it matters the most.
What do you do outside of work?
Love to travel and explore new cultures. Certified PADI open water diver. Love to dance salsa and bachata. Bodybuilding and fitness enthusiast with a CanFitPro Personal Training Specialist (PTS) certification. Connoisseur of coffee, beer, and tequila. Cat dad 🐈
What's your go-to karaoke song?
You Raise Me Up - Josh Groban
