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Ksenia Yudina, CFA

Founder and CEO at UNest - Investment News 40 Under 40 - Fintech Expert
Los Angeles Metropolitan Area
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
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Ksenia Yudina, CFA

Founder and CEO at UNest - Investment News 40 Under 40 - Fintech Expert
Los Angeles Metropolitan Area
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Ksenia Yudina, CFA, is a financial expert and successful entrepreneur with over ten years of experience in the finance industry. She is the Founder and CEO of UNest, a breakthrough fintech solution that simplifies the process of opening tax-advantaged investment accounts for children. Through her vision and leadership, Ksenia has garnered the support of leading venture capital firms, including Northwestern Mutual, Anthos Capital, and Draper Dragon. Her accomplishments have been widely recognized, earning her a place on the Investment News' 40 Under 40 list and a Rising Star Award from the Los Angeles Business Journal.

Ksenia has a diverse educational background, including a CFA Charterholder certification from the CFA Institute, a Master of Business Administration degree focused on finance and investment management from UCLA Anderson School of Management, and a finance Bachelor's degree from California State University-Northridge.

Before founding UNest, Ksenia held various positions in the finance industry, including Vice President and Assistant Vice President at Capital Group-American Funds, Private Banking Summer Associate at J.P. Morgan, Independent Portfolio Manager/Analyst, Broker at Exodus Real Estate, and Loan Processor at Finance Connection. She also served as the Portfolio Manager and Lead of Tactical Asset Allocation Strategy at Anderson Student Asset Management Fund.

Ksenia's expertise in financial management and her passion for empowering parents to secure their children's financial future have earned her recognition and coverage in top-tier media outlets such as The Wall Street Journal, Forbes, Business Insider, and TechCrunch.

This public profile is provided courtesy of Clay. All information found here is in the public domain.