Daniel Yeung, Cfa Email and Phone Number
Daniel Yeung, Cfa work email
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Daniel Yeung, Cfa personal email
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Daniel Yeung, Cfa phone numbers
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."
Coldstream
View- Website:
- coldstream.com
- Employees:
- 231
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Portfolio Manager And ShareholderColdstreamMercer Island, Wa, Us -
Portfolio Manager & ShareholderColdstream Oct 2024 - PresentBellevue, Wa, Us -
Adjunct LecturerUniversity Of Washington Bothell School Of Business Jan 2016 - PresentBothell, Wa, UsAdvanced investment classes -
Client AdvisorCaprock Jan 2018 - Sep 2024Boise, Id, UsAdvise UHNW client families as their Chief Investment Officer and Chief Financial Officer -
Senior AssociateCaprock Aug 2010 - Dec 2017Boise, Id, UsServe 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 MemberSeattle Alternative Investment Association Jan 2014 - Jan 2018Seattle 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.
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Visiting ProfessorKeller Graduate School Of Management May 2009 - Jun 2015Lisle, Illinois, UsTeach primarily MBA-level Finance, Economics and Accounting classes at our Seattle Metro campuses. -
Chief Investment StrategistPurcell Advisory Services, Llc 2009 - 2010Tacoma, Washington, UsAs our Chief Investment Strategist, I oversaw all our long-short programs and external managers. -
Manager Research LeadThreshold Group 2008 - 2009Manager 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.
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Senior Investment OfficerAccessor Capital Management 2006 - 2008UsHead of manager research at Accessor Capital Management and managed a total of $3.5 billion in assets in over 10 mutual funds. -
Institutional ConsultantMorningstar Associates 2004 - 2006Chicago, Il, UsServed 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 AnalystMorningstar Associates 1997 - 2004Chicago, Il, UsExtensively researched managers in such asset classes as U.S. large Cap, international, core and core plus bonds.
Daniel Yeung, Cfa Skills
Daniel Yeung, Cfa Education Details
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The University Of Chicago Booth School Of BusinessAnalytic Finance And Accounting -
University Of MichiganEconomics -
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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