Daniel Yeung, Cfa

Daniel Yeung, Cfa Email and Phone Number

Portfolio Manager and Shareholder @ Coldstream
Mercer Island, WA, US
Daniel Yeung, Cfa's Location
Mercer Island, Washington, United States, United States
Daniel Yeung, Cfa's Contact Details
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."

Daniel Yeung, Cfa's Current Company Details
Coldstream

Coldstream

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Portfolio Manager and Shareholder
Mercer Island, WA, US
Website:
coldstream.com
Employees:
231
Daniel Yeung, Cfa Work Experience Details
  • Coldstream
    Portfolio Manager And Shareholder
    Coldstream
    Mercer Island, Wa, Us
  • Coldstream
    Portfolio Manager & Shareholder
    Coldstream Oct 2024 - Present
    Bellevue, Wa, Us
  • University Of Washington Bothell School Of Business
    Adjunct Lecturer
    University Of Washington Bothell School Of Business Jan 2016 - Present
    Bothell, Wa, Us
    Advanced investment classes
  • Caprock
    Client Advisor
    Caprock Jan 2018 - Sep 2024
    Boise, Id, Us
    Advise UHNW client families as their Chief Investment Officer and Chief Financial Officer
  • Caprock
    Senior Associate
    Caprock Aug 2010 - Dec 2017
    Boise, Id, Us
    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
  • Seattle Alternative Investment Association
    Board Member
    Seattle Alternative Investment Association Jan 2014 - Jan 2018
    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.
  • Keller Graduate School Of Management
    Visiting Professor
    Keller Graduate School Of Management May 2009 - Jun 2015
    Lisle, Illinois, Us
    Teach primarily MBA-level Finance, Economics and Accounting classes at our Seattle Metro campuses.
  • Purcell Advisory Services, Llc
    Chief Investment Strategist
    Purcell Advisory Services, Llc 2009 - 2010
    Tacoma, Washington, Us
    As our Chief Investment Strategist, I oversaw all our long-short programs and external managers.
  • Threshold Group
    Manager Research Lead
    Threshold Group 2008 - 2009
    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.
  • Accessor Capital Management
    Senior Investment Officer
    Accessor Capital Management 2006 - 2008
    Us
    Head of manager research at Accessor Capital Management and managed a total of $3.5 billion in assets in over 10 mutual funds.
  • Morningstar Associates
    Institutional Consultant
    Morningstar Associates 2004 - 2006
    Chicago, Il, Us
    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
  • Morningstar Associates
    Senior Analyst
    Morningstar Associates 1997 - 2004
    Chicago, Il, Us
    Extensively researched managers in such asset classes as U.S. large Cap, international, core and core plus bonds.

Daniel Yeung, Cfa Skills

Investments Portfolio Management Hedge Funds Private Equity Mutual Funds Quantitative Analytics Research Alternative Investments Manager Research

Daniel Yeung, Cfa Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Analytic Finance And Accounting
  • University Of Michigan
    University Of Michigan
    Economics
  • Case Western Reserve University
    Case Western Reserve University

Frequently Asked Questions about Daniel Yeung, Cfa

What company does Daniel Yeung, Cfa work for?

Daniel Yeung, Cfa works for Coldstream

What is Daniel Yeung, Cfa's role at the current company?

Daniel Yeung, Cfa's current role is Portfolio Manager and Shareholder.

What is Daniel Yeung, Cfa's email address?

Daniel Yeung, Cfa's email address is dy****@****ite.com

What is Daniel Yeung, Cfa's direct phone number?

Daniel Yeung, Cfa's direct phone number is +177332*****

What schools did Daniel Yeung, Cfa attend?

Daniel Yeung, Cfa attended The University Of Chicago Booth School Of Business, University Of Michigan, Case Western Reserve University.

What skills is Daniel Yeung, Cfa known for?

Daniel Yeung, Cfa has skills like Investments, Portfolio Management, Hedge Funds, Private Equity, Mutual Funds, Quantitative Analytics, Research, Alternative Investments, Manager Research.

Who are Daniel Yeung, Cfa's colleagues?

Daniel Yeung, Cfa's colleagues are Jordan Travis, Mba, Fpqp®, Jesse Martorano, Jake Karavias, Heather Kessler, Cfp®, Heather Hamamoto, Cfp®, Cdfa®, Jasmin Garcia, Shane Payette.

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