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Rosemary B. Yue, CRPC®

Director of Client Service

Rosemary Yue has more than 15 years of investment, banking and customer service experience. She oversees and coordinates team operations, particularly in the areas of client service and new client onboarding. While she has learned a great deal about client service from colleagues and mentors, her greatest learning has come through her interaction with clients. Her guiding principle in her work with clients is her commitment to honor promises, whether her own or that of a team member.

Rosemary graduated with honors from Vanderbilt University, with a BS in Psychology. In her free time, she loves gardening, painting and spending time with her husband and two boys.


Hobbies – Gardening (both flowers and vegetables/fruit) and acrylic landscape painting.

Travel - I travel to see family, but if I could, I would spend a week or two in the Shenandoah painting the mountains. I absolutely love it there as you seem much closer to the sky and everything seems wider.

Books and Movies

I am a big fan of cooking shows like the Great British Baking Show.


"We must take care of our garden" – Voltaire in Candide. It means that you can travel the world looking for grandeur, but happiness can be found in the simple life right where you are.

Connect with Rosemary