Daniel Yeung, CFA - Email & Phone Number

Client Advisor at The Caprock Group

Daniel Yeung, CFA is based out of Mercer Island, Washington, United States and works at The Caprock Group as Client Advisor.

Daniel Yeung, CFA's Contact Information

Latest update

April 29, 2024

Location

Mercer Island, Washington, United States

Daniel Yeung, CFA's Work History

Client Advisor

Caprock

Jan 2018 - Present

Senior Associate

Caprock

Aug 2010 - Dec 2017

Lecturer

University of Washington Bothell

Jan 2016 - Present

Board Member

Seattle Alternative Investment Association

Jan 2014 - Present

Daniel Yeung, CFA's Education

The University of Chicago Booth School of Business

MBA

Sep 2001 - Dec 2003

University of Michigan

BA with Honors

Case Western Reserve University

Daniel Yeung, CFA's Skills

Portfolio Management

Manager Research

Quantitative Analytics

Hedge Funds

Investments

Research

Daniel's current employer

The Caprock Group

Description

Caprock is a privately owned, multi-family office providing ultra-high-net-worth clients financial planning & investing services fully al...

Website

thecaprockgroup.com

HQ Location

Boise, ID, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about The Caprock Group

Frequent questions about Daniel Yeung, CFA

What company is Daniel Yeung, CFA working for?

Daniel Yeung, CFA works for The Caprock Group.

What is Daniel Yeung, CFA's function at The Caprock Group?

Daniel Yeung, CFA is Client Advisor at The Caprock Group.

Where is Daniel Yeung, CFA based?

Daniel Yeung, CFA is based out of Mercer Island, Washington, United States.

Who are Daniel Yeung, CFA's co-workers?

Daniel Yeung, CFA's colleagues are Matthew Weathley-White, William Gilbert, Kellianne Barrow, Natalie Holm, Lauren Fereday, Jennifer Couch, Mark Berryman, Eric Osmundson, Jefferson Jewell, Nick Flores, Whitney Warmack, Gregory Mech, Jonathan Baum, Christopher Schelling, Jessica Haberman, Jeffrey Gumeson, Jessica Muir, Emily Blue, Robert Huntsman, Glenn Michael, Julia Zambataro, Erik Jensen, Adrienne Black, Craig Olson, Gregory Brown, John Sheffield, Kim Green, Robert Kim, Bryan Eckman, Eric Sassano, Daniel Yeung, Kiersten Adling, Andy Pazdan, Samuel Crume, CJ Rake.

Daniel's co-workers

Matthew Weathley-White

Principal, co-Founder

William Gilbert

Co-Founder and Managing Director

Kellianne Barrow

Executive Investment Coordinator

Natalie Holm

Senior VP Client Lead

Lauren Fereday

Operations and Marketing Coordinator

Chief Operating Officer, Chief Compliance Officer and Managing Director

Independent Board director

Christopher Schelling

Director of Private Investments

Jessica Haberman

Director Of Compliance / Head Trader

Jeffrey Gumeson

Managing Director

Jessica Muir

Human Resources Director

Emily Blue

Head of Corporate Development

Robert Huntsman

Private Wealth Manager

Glenn Michael

Chief Financial Officer

Julia Zambataro

Client Service Associate

Erik Jensen

Senior Financial Advisor

Senior Client Advisor

Bryan Eckman

Senior Associate

Eric Sassano

Manager of Private Investments

Manager of Client Reporting

Samuel Crume

Senior Associate

CJ Rake

Portfolio Data Analyst II

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