Dan Yeung
Portefeuillebeheerder-Aandelen bij The Caprock Group LLC
Profiel
Mr. Daniel Yeung, CFA MBA, is a Client Advisor at The Caprock Group, Inc. He has over 22 years of experience in the areas of private wealth, alternative investments, portfolio management, manager research and institutional consulting.
Prior to joining Caprock, Mr. Yeung was the Chief Investment Strategist at Purcell Advisory Services, an alternative asset management firm.
Before Purcell, he gained extensive manager research experience at the Threshold Group, a multi-family office serving ultra-high-net-worth families.
Prior to that, he served as a senior investment officer managing mutual funds at Accessor Capital Management, a Seattle-based fund manager with assets over $3 billion.
He started his career with Chicago-based Morningstar where he had spent more than nine years, serving institutional clients such as major insurance companies, corporate retirement plans, banks and trust companies.
Mr. Yeung holds an MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BA in Economics with Honors from the University of Michigan at Ann Arbor.
Actieve functies van Dan Yeung
| Bedrijven | Functie | Begin |
|---|---|---|
The Caprock Group LLC
 The Caprock Group LLC Investment ManagersFinance The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships. | Portefeuillebeheerder-Aandelen | 01-08-2010 |
Eerdere bekende functies van Dan Yeung
| Bedrijven | Functie | Einde |
|---|---|---|
Accessor Capital Management LP
 Accessor Capital Management LP Investment ManagersFinance Accessor Capital Management LP is a registered investment advisor based in Seattle | Portefeuillebeheerder-Aandelen | 31-07-2008 |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Corporate Officer/Principal | - |
Purcell Advisory Services LLC
 Purcell Advisory Services LLC Investment ManagersFinance Part of Sonne, Inc., Purcell Advisory Services LLC is a company that provides investment advice. The company is based in Tacoma, WA. | Corporate Officer/Principal | - |
Opleiding van Dan Yeung
| University of Michigan | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Accessor Capital Management LP
Accessor Capital Management LP Investment ManagersFinance Accessor Capital Management LP is a registered investment advisor based in Seattle | Finance |
The Caprock Group LLC
The Caprock Group LLC Investment ManagersFinance The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships. | Finance |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
Purcell Advisory Services LLC
Purcell Advisory Services LLC Investment ManagersFinance Part of Sonne, Inc., Purcell Advisory Services LLC is a company that provides investment advice. The company is based in Tacoma, WA. | Finance |
