Oksana YuzefovichPrincipal & Investment Committee Member
Oksana joined Silicon Valley Capital Partners in February 2021 where she is focused on all aspects of client engagement.
Oksana brings with her over 17 years of financial services experience. She started her career at American Bankers Association in Washington, D.C., helping with economic and banking data research. She later worked at Thomson Financial researching the U.S. municipal bond and private equity markets. While at Concord Advisory Group (a registered investment advisor), Oksana handled investment performance reporting for the firm’s institutional investor clients and aided the firm in investment manager due diligence efforts.
After a short tenure at Merrill Lynch in New Jersey, in 2012 Oksana moved to the San Francisco Bay Area with her family. She joined Fidelity Investments in the Palo Alto location, where she was responsible for operational, client service, and financial practice management aspects of client relationship, as well as assisted with financial planning.
Originally from Moscow, Russia, Oksana is fluent in Russian. Having grown up in a musical family playing the piano, she holds music very dear to her heart. Oksana received her B.A. in Economics from Cornell University and an MBA from Drexel University. She is licensed with Series 7, 65, 66, and Insurance (Life/Variable Contracts).