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Daniel Yeung, Cfa Email & Phone Number

Portfolio Manager and Shareholder at Coldstream
Location: Mercer Island, Washington, United States 12 work roles 3 schools
1 work email found @excite.com 3 phones found area 773 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@excite.com
Direct phone (773) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Portfolio Manager and Shareholder
Location
Mercer Island, Washington, United States
Company size

Who is Daniel Yeung, Cfa? Overview

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Quick answer

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.

Company email context

Email format at Coldstream

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*@excite.com
68% confidence

AeroLeads found 1 current-domain work email signal for Daniel Yeung, Cfa. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Daniel Yeung, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Coldstream
Coldstream
Portfolio Manager and Shareholder
Mercer Island, WA, US
Website
Employees
231
AeroLeads page
12 roles · 30 years

Daniel Yeung, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager And Shareholder

Mercer Island, Wa, Us

Portfolio Manager & Shareholder

Current

Bellevue, Wa, Us

Oct 2024 - Present

Client Advisor

Boise, Id, Us

Advise UHNW client families as their Chief Investment Officer and Chief Financial Officer

Jan 2018 - Sep 2024

Senior Associate

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

Aug 2010 - Dec 2017

Board Member

Seattle Alternative Investment Association

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.

Jan 2014 - Jan 2018

Visiting Professor

Lisle, Illinois, Us

Teach primarily MBA-level Finance, Economics and Accounting classes at our Seattle Metro campuses.

May 2009 - Jun 2015

Chief Investment Strategist

Tacoma, Washington, Us

As our Chief Investment Strategist, I oversaw all our long-short programs and external managers.

2009 - 2010 ~1 yr

Manager Research Lead

Threshold Group

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.

2008 - 2009 ~1 yr

Senior Investment Officer

Us

Head of manager research at Accessor Capital Management and managed a total of $3.5 billion in assets in over 10 mutual funds.

2006 - 2008 ~2 yrs

Institutional Consultant

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

2004 - 2006 ~2 yrs

Senior Analyst

Chicago, Il, Us

Extensively researched managers in such asset classes as U.S. large Cap, international, core and core plus bonds.

1997 - 2004 ~7 yrs
Team & coworkers

Colleagues at Coldstream

Other employees you can reach at coldstream.com. View company contacts for 231 employees →

3 education records

Daniel Yeung, Cfa education

Mba, Analytic Finance And Accounting

The University Of Chicago Booth School Of Business

Ba With Honors, Economics

University Of Michigan

Education record

Case Western Reserve University
FAQ

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.

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