Carol Hu Senior Portfolio Manager
Joined Northern Trust
2021
Education
- Bachelor of Business Administration with concentration in Capital Markets and Asset Management from Cornell University
- Undergraduate in International Comparative Policy Studies focusing on Economics from Reed College
Credentials
- Chartered Financial Analyst (CFA)
Expertise
Carol Hu is a Senior Personal Investment Portfolio Manager based in the San Francisco office. She works with business owners, corporate executives, private equity professionals and other successful families providing comprehensive and holistic investment advice.
Experience
Prior to joining Northern Trust, Carol was a Senior Vice President and Senior Investment Strategist at Wells Fargo’s headquarters in San Francisco. Her previous experience includes managing diversified investment portfolios for high net-worth individuals and foundations. Carol spent several years in the Conservation Finance Division at Conservation International.
Community Involvement
Carol is a volunteer baker for Cake4Kids, an organization that bakes and delivers birthday cakes for underserved children.