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Sydney Young

Investment Research Analyst

Current responsibilities include tracking and updating performance for all of the funds on our investment platform, maintaining the watchlist for funds that have underperformed, supporting portfolio managers in preparation for quarterly client meetings, and wherever else necessary, preparing supporting materials for monthly Investment Policy Committee meetings, and maintaining the Investment Research and Fund Manager portals on the intranet. Before this role I was a PDP, and rotated through the Investment Research, Accounting & Finance, and Retirement departments.Email Sydney at

Getting to Know Sydney

If applicable, how does your involvement with the community fulfill you?
I am a yoga instructor, and I love that being involved in the yoga community surrounds me with like-minded people who hold me accountable and are diligent in their own yoga practices.

What trait do you most admire in a person?
The ability to be commanding yet compassionate. I really respect leaders who are able to soar on their own, without taking down others in their path. I think it’s important to find a balance between the pursuit of success, and the ability to uplift others.

What is your motto?
Mind over matter


•Bachelors of Science in Business Administration with an emphasis in Finance from the University of Colorado Boulder
• Real Estate Certificate
•  Certified yoga instructor