Yan was born in a small city in China. In 2001, she moved with her family to Queens, New York and this is where she continues to live today, enjoying its vibrant sense of community.

Yan studied Psychology at SUNY Geneseo. However, in her last year of school she recognized a genuine interest in business and began to refocus her energies on opportunities in the world of wealth management, including the study of financial planning. Now that Yan has joined Bridgewater she can continue to pursue this passion.

When not working, Yan enjoys catching up with friends while trying out new restaurants. She also loves to hike and travel.