Daniel Yeung Location
Mercer Island, WA, US
Daniel Yeung Work
- 2024 - now Portfolio Manager and Shareholder @ Coldstream Wealth Management
- 2016 - now Adjunct Lecturer @ University of Washington Bothell
- 2018 - 2024 Client Advisor @ CapRock Communications Inc
- 2010 - 2017 Senior Associate @ CapRock Communications Inc
- 2014 - 2018 Board Member @ Seattle Alternative Investment Association
- 2009 - 2015 Visiting Professor @ DeVry University
- Chief Investment Strategist @ Purcell Advisory Services, LLC
- Manager Research Lead @ Threshold Group
- Senior Investment Officer @ Accessor Capital Management
- Institutional Consultant @ Morningstar
Daniel Yeung Education
- University of Chicago Graduate School of Business
MBA (Analytic Finance and Accounting)
2001 - 2003 - University of Michigan at Ann Arbor
Daniel Yeung Skills
- Portfolio Management
- Manager Research
- Quantitative Analytics
- Hedge Funds
- Investments
- Research
- Mutual Funds
- Private Equity
- Alternative Investments
- Tourism
Daniel Yeung Summary
Daniel Yeung, based in Mercer Island, WA, US, is currently a Portfolio Manager and Shareholder at Coldstream. Daniel Yeung brings experience from previous roles at University of Washington Bothell School of Business, Caprock and Seattle Alternative Investment Association. Daniel Yeung holds a 2001 - 2003 MBA in Analytic Finance and Accounting @ University of Chicago Graduate School of Business. With a robust skill set that includes Portfolio Management, Manager Research, Quantitative Analytics, Hedge Funds, Investments and more. Daniel Yeung has 5 emails and 2 mobile phone numbers on RocketReach.
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Kevin Fitzwilson
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Matt Sonnen
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Josh Harris
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Mercer Island, WA, US15 -
Erika Yelle
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Bellevue, WA, US23 -
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Lauren Te
Director of Finance at Coldstream Wealth Management
Kirkland, WA, US2 -
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Erika Allen
Partner at Coldstream Wealth Management
Seattle, WA, US1 -
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Larissa Vidal
Wealth Manager at Coldstream Wealth Management
Bellevue, WA, US22 -
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