Daniel Yeung Email & Phone Number
Portfolio Manager and Shareholder @ Coldstream Wealth Management
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Daniel Yeung Location
- Mercer Island, WA, US
Daniel Yeung Work
- 2024 -now Portfolio Manager and Shareholder @
- 2016 -now Adjunct Lecturer @
- 2018 -2024 Client Advisor @
- 2010 -2017 Senior Associate @
- 2014 -2018 Board Member @ Seattle Alternative Investment Association
- 2009 -2015 Visiting Professor @
- now Chief Investment Strategist @
- now Manager Research Lead @ Threshold Group
- now Senior Investment Officer @
- now Institutional Consultant @
- now Senior Analyst @
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
- Travel Management
- Hotel Booking
- Tour Operators
- Travel Planning
- Hotels
- Hospitality
- Resorts
- Leisure
- Sustainable Tourism
- Online Travel
- Airlines
- Leisure Travel
- Business Travel
- Vacation
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 3 emails and 4 mobile phone numbers on RocketReach.
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