Jillian Ylo

Portfolio Manager

Jillian Ylo serves as a Portfolio Manager at Bridges Trust, focusing on designing and implementing investment programs aligned with client objectives. Her responsibilities include preparing strategic guidelines, contributing to Investment Policy Statements, and conducting financial analyses and reporting to support informed wealth management decisions.

Jillian’s educational background includes dual Bachelor of Science degrees in Financial Counseling & Planning and Selling & Sales Management from Purdue University. She also pursued minors in Communications, Organizational Leadership & Supervision, and Film & Video Studies. Jill has earned a Certificate in Entrepreneurship and holds the Certified Financial Planner® (CFP®) designation

Combining technical experience with a client-focused approach, Jillian works to align investment strategies with the financial goals of the individuals and families she assists.