Daniel Yeung

Daniel Yeung, CFA, is a Portfolio Manager and Shareholder at Coldstream Wealth Management, where they currently focus on managing investment portfolios. They previously served as a Client Advisor at Caprock from 2018 to 2024, advising ultra-high-net-worth client families. Daniel has held various roles, including Senior Investment Officer at Accessor Capital Management and Chief Investment Strategist at Purcell Advisory Services, LLC. They also contributed to academia as a Visiting Professor at Keller Graduate School of Management and now serve as an Adjunct Lecturer at the University of Washington Bothell School of Business, teaching advanced investment classes. Daniel earned an MBA from the University of Chicago Graduate School of Business and a BA with Honors from the University of Michigan at Ann Arbor.