Yung-Yu Ma, Ph.D

Firm Start  05/2025
Industry Start  01/1994

Yung-Yu Ma, Ph.D

Chief Investment Strategist


Yung-Yu is the chief investment strategist for the PNC Asset Management Group. In this role, his primary responsibility is to develop and implement investment strategies while overseeing all investment strategy-related activities for PNC Private Bank®, PNC Private Bank Hawthorn® and PNC Institutional Asset Management®. Yung-Yu leads the team that establishes overall strategic and tactical asset allocation guidance for client portfolios, manages the evolution of the investment processes, provides thought leadership on key investment issues and authors numerous publications. He also performs research and analytics that aid in developing market forecasts, identifying investment opportunities and driving the overall investment recommendations of the firm while also managing the firm’s asset allocation models.


From 2016 to the spring of 2025, Yung-Yu held positions of chief investment strategist and chief investment officer for BMO Wealth Management ($60+ billion in assets under management). 

From 2009 to 2016, he was as assistant professor of finance at Lehigh University in Bethlehem, Pennsylvania and taught courses on equities, fixed income and derivatives while also conducting academic research. Prior to his role as professor, Yung-Yu worked for a global consulting firm and later for a Fortune 500 industrial firm where he served in analytical and managerial capacities, primarily based in Asia.

Yung-Yu graduated magna cum laude with a Bachelor of Arts in economics and political science from Williams College and with a Doctorate in finance from the University of Utah.