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
- Portfolio Manager and Shareholder @ (October 2024 - Present)
- Adjunct Lecturer @ (January 2016 - Present)
- Client Advisor @ (January 2018 - September 2024)
- Senior Associate @ (August 2010 - December 2017)
- Board Member @ Seattle Alternative Investment Association (January 2014 - January 2018)
- Visiting Professor @ (May 2009 - June 2015)
- Chief Investment Strategist @ (January 2009 - January 2010)
- Manager Research Lead @ Threshold Group (January 2008 - January 2009)
- Senior Investment Officer @ (January 2006 - January 2008)
- Institutional Consultant @ (January 2004 - January 2006)
- Senior Analyst @ (January 1997 - January 2004)
Daniel Yeung Education
- The University of Chicago Booth School of Business
MBA
2001-2003 - University of Michigan
BA with Honors
1997 - Case Western Reserve University
Daniel Yeung Skills
- Alternative Investments
- Asset Allocation
- Hedge Funds
- Investments
- Manager Research
- Mutual Funds
- Portfolio Management
- Private Equity
- Quantitative Analytics
- Research
- 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 @ The University of Chicago Booth School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Hedge Funds, Investments, Manager Research and more. Daniel Yeung has 3 emails and 4 mobile phone numbers on RocketReach.
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