Era Yoo

Era Yoo, MBA, CIMA®

Sr. Family Office Advisor
Alpharetta, GA

Era Yoo is a senior family office advisor serving in the Family Office division of Blue Trust.

Era has over 20 years of experience helping families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. Her biblical worldview and uncommon approach in the areas of financial, estate, trust, and investment planning emphasize a principle-driven wealth transition that adequately prepares and equips each generation.

Before joining the company, Era worked for U.S. Bank Private Wealth as senior vice president and a private wealth advisor, where she helped build and grow a new private wealth management office in Greenwich, Connecticut. Before U.S. Bank, she was the senior vice president and a senior client advisor at Northern Trust. While there, she was the lead relationship manager and team leader. She also spent time at Geller Family Office Services and Bessemer Trust.

Era achieved general honors when she graduated from the University of Chicago with an AB in economics. Later, she received her MBA at New York University’s Stern School of Business. In addition, Era completed Cannon Trust School’s I and II courses. She has actively contributed to education through leading numerous workshops and private sessions for the Redwoods Initiative, a prestigious Next Gen education institute. For two consecutive years, Era served as the master of ceremonies for Bessemer Trust’s Next Gen social event, an exclusive gathering for clients’ children and grandchildren.

Active in the community, Era is a member of Newtown Bible Church, where she’s also part of the Women of the Word ministry.

Era and her husband, Charles, live in New Canaan, Connecticut, with their two sons.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE