Kio Yoon

Kio Yoon is an Institutional Portfolio Analyst at FEG, where he supports advisor teams in serving institutional clients through performance reconciliation, portfolio analysis, asset allocation studies, manager research, attribution, and client deliverables. In his role, he works with advisors, research, and reporting teams to help address client needs across areas such as portfolio construction, rebalancing, investment policy reviews, fee analysis, and private capital implementation modeling.

Prior to joining FEG full time, Kio gained experience as a Client Associate at UBS, where he worked with a team of financial advisors serving retail clients.

Kio holds a Bachelor of Science with concentrations in Finance and Business Analytics, and a minor in Computer Science from Boston College.