Daniel Yeung, Cfa Email & Phone Number
@excite.com
3 phones found area 773
LinkedIn matched
Who is Daniel Yeung, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Daniel Yeung, Cfa is listed as Portfolio Manager and Shareholder at Coldstream, a with 231 employees, based in Mercer Island, Washington, United States. AeroLeads shows a work email signal at excite.com, phone signal with area code 773, and a matched LinkedIn profile for Daniel Yeung, Cfa.
Daniel Yeung, Cfa previously worked as Portfolio Manager & Shareholder at Coldstream and Adjunct Lecturer at University Of Washington Bothell School Of Business. Daniel Yeung, Cfa holds Mba, Analytic Finance And Accounting from The University Of Chicago Booth School Of Business.
Email format at Coldstream
This section adds company-level context without repeating Daniel Yeung, Cfa's masked contact details.
AeroLeads found 1 current-domain work email signal for Daniel Yeung, Cfa. Compare company email patterns before reaching out.
About Daniel Yeung, Cfa
Daniel Yeung, Cfa is a Portfolio Manager and Shareholder at Coldstream. He possess expertise in investments, portfolio management, hedge funds, private equity, mutual funds and 4 more skills. Colleagues describe him as "I had the pleasure of meeting Dan initially as a colleague while at DeVry University and later as a graduate student in his accounting class. Dan always stood out as one who would take the time to engage with the staff and students. He is very knowledgeable, speaks with great influence and an attentive listener. Dan is respected as an industry professional and subject matter expert. He incorporates practical application of the material he teaches and challenges students to grow and learn beyond the classroom. He would represent any institution or organization in the best light and be a valued contributor and difference maker. Thank you Dan for your impact on me and on countless others. Respectfully, Joanne" and "When I hired Visiting Professor Dan Yeung as a Visiting Professor, almost five years ago, he demonstrated a strong grasp of key financial and economic concepts. Also, he has a real-world, applications-oriented approach and this teaching style is one that our Keller Graduate School of Management students appreciate and learn from. Further, Prof. Yeung is most responsive to feedback and guidance regarding student/university standards, and he worked equally well with fellow professors, administrators, and staff. Finally, Dan is a skilled communicator and educator, and students consistently offered high praise for his courses on the feedback forms and looked forward to the next course with Prof. Yeung."
Listed skills include Investments, Portfolio Management, Hedge Funds, Private Equity, and 5 others.
Daniel Yeung, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Daniel Yeung, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager & Shareholder
Current
Adjunct Lecturer
CurrentAdvanced investment classes
Client Advisor
Advise UHNW client families as their Chief Investment Officer and Chief Financial Officer
Senior Associate
Serve select UHNW families and build and monitor portfolios, comprised of private equity, direct investments, co-investments, ventures, distressed credit, hedge funds of funds, single hedge-fund strategies, long-only managers, ETFs and options
Board Member
Seattle Alternative Investment Association's mission is to function as a conduit for the local hedge fund and non-traditional investment community and host educational events for community participants.
Visiting Professor
Teach primarily MBA-level Finance, Economics and Accounting classes at our Seattle Metro campuses.
Chief Investment Strategist
As our Chief Investment Strategist, I oversaw all our long-short programs and external managers.
Manager Research Lead
Manager researcher on both traditional and alternative (hedge funds, private equity and global real estate) asset classes for a multi family office servicing ultra high net worth families.
Senior Investment Officer
Head of manager research at Accessor Capital Management and managed a total of $3.5 billion in assets in over 10 mutual funds.
Institutional Consultant
Served such institutional clients as Fortune-100 plan sponsors, major insurance companies, banks and trust companies. Part of a consulting and research team advising on $40 billion plus in funds of funds
Senior Analyst
Extensively researched managers in such asset classes as U.S. large Cap, international, core and core plus bonds.
Colleagues at Coldstream
Other employees you can reach at coldstream.com. View company contacts for 231 employees →
Alexandra Pear, Fpqp®
Colleague at ColdstreamPortland, Oregon, United States
View →
VB
Vonie Bright, Cfp ®
Colleague at ColdstreamBellevue, Washington, United States
View →
KK
Kevin Kepler
Colleague at ColdstreamKirkland, Washington, United States
View →
CC
Chloe C.
Colleague at ColdstreamSeattle, Washington, United States
View →
BH
Brady Hasenberg
Colleague at ColdstreamSeattle, Washington, United States
View →
DH
Daniel Hill
Colleague at ColdstreamGreater Seattle Area, United States
View →
DS
Darin Sevier, Crpc®
Colleague at ColdstreamPortland, Oregon Metropolitan Area, United States
View →
CD
Corey Dallas, Msf, Apma®
Colleague at ColdstreamGreater Seattle Area, United States
View →
KD
Katie Devranos
Colleague at ColdstreamPortland, Oregon, United States
View →
EH
Elaine Heller, Cfa
Colleague at ColdstreamBellevue, Washington, United States
View →
Daniel Yeung, Cfa education
Mba, Analytic Finance And Accounting
Ba With Honors, Economics
Education record
Frequently asked questions about Daniel Yeung, Cfa
Quick answers generated from the profile data available on this page.
What company does Daniel Yeung, Cfa work for?
Daniel Yeung, Cfa works for Coldstream.
What is Daniel Yeung, Cfa's role at Coldstream?
Daniel Yeung, Cfa is listed as Portfolio Manager and Shareholder at Coldstream.
What is Daniel Yeung, Cfa's email address?
AeroLeads has found 1 work email signal at @excite.com for Daniel Yeung, Cfa at Coldstream.
What is Daniel Yeung, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 773 for Daniel Yeung, Cfa at Coldstream.
Where is Daniel Yeung, Cfa based?
Daniel Yeung, Cfa is based in Mercer Island, Washington, United States while working with Coldstream.
What companies has Daniel Yeung, Cfa worked for?
Daniel Yeung, Cfa has worked for Coldstream, University Of Washington Bothell School Of Business, Caprock, Seattle Alternative Investment Association, and Keller Graduate School Of Management.
Who are Daniel Yeung, Cfa's colleagues at Coldstream?
Daniel Yeung, Cfa's colleagues at Coldstream include Alexandra Pear, Fpqp®, Vonie Bright, Cfp ®, Kevin Kepler, Chloe C., and Brady Hasenberg.
How can I contact Daniel Yeung, Cfa?
You can use AeroLeads to view verified contact signals for Daniel Yeung, Cfa at Coldstream, including work email, phone, and LinkedIn data when available.
What schools did Daniel Yeung, Cfa attend?
Daniel Yeung, Cfa holds Mba, Analytic Finance And Accounting from The University Of Chicago Booth School Of Business.
What skills is Daniel Yeung, Cfa known for?
Daniel Yeung, Cfa is listed with skills including Investments, Portfolio Management, Hedge Funds, Private Equity, Mutual Funds, Quantitative Analytics, Research, and Alternative Investments.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial