Partner
Gene Yates
Chief Financial Officer, WR Hambrecht + Co
- Firm
- WR Hambrecht + Co
- Title
- Chief Financial Officer
- Role
- Executive
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Record updated 22 September 2026
About
Gene has over 25 years of experience as a senior finance executive for financial services companies. Gene has been CFO of WR Hambrecht + Co since 2014. Prior to joining WRH+Co, Gene spent 5 years at Wells Fargo Securities, serving as Chief FInancial Officer. Prior to Wells Fargo Securities, Gene spent eight years at Charles Schwab in roles that included VP Controller, Fixed Income Finance and Director Regulatory Reporting. Gene has a BS in Accounting & Finance from University of Southern California.
Background
- Education
- Gene has a BS in Accounting & Finance from University of Southern California.Source (opens in a new tab)
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