Home/Team/Matt Yu
Matt Yu
Head of Private Investments & Capital Markets

Matt Yu

Matt directs portfolio construction and market research, drawing on more than a decade across private and public equity, debt research, and restructuring advisory.

Areas of focus
Portfolio constructionCapital marketsRisk managementTax-aware investing

Before joining Gasima Financial, Matt spent 5+ years as a Global Equity Portfolio Manager at Rock Springs Investments, a family office, analyzing and investing in both private (seed to late-stage) and public deals across the energy, technology, cannabis, and healthcare sectors.

Earlier, he managed his own real estate private-equity firm as a joint venture with H.I.G. Capital, and advised Web 1.0 e-commerce and emerging telecom companies on their capital raising and restructuring efforts. His debt experience spans private and public debt research and restructuring advisory at Corsair Partners, Chanin Capital Partners, Donaldson, Lufkin & Jenrette / Credit Suisse, and JPMorgan Chase.

At Gasima Financial, that background shapes how portfolios are built and managed. Matt approaches investing as one part of a larger plan, where the after-tax result matters more than the headline return, coordinating asset location, gain and loss management, and withdrawal strategy so the portfolio and the tax return work together.

Education

Columbia University, M.A. International Affairs/Finance. Boston University, B.A. International Relations, Phi Beta Kappa, summa cum laude with distinction.

Begin here

Start a conversation.

Tell us what you are working toward and we will show you what a coordinated plan looks like.

Schedule a meeting
Gasima Financial
Approach
Services
Tax Planning & PreparationBookkeepingWealth ManagementRetirement PlanningLegacy PlanningCorporate Wellness & 401(k)Special Needs PlanningManagement TeamEvents
Insights
BlogVideosClient Center
Schedule a meeting