Pamela G. Yang Cfa, Cpa, Cgma

Pamela G. Yang, CFA, CPA, CGMA, has a strong work experience spanning several prestigious companies. Pamela G. currently serves as the Managing Director, Chief Operating Officer, and Chief Investment Officer of the Family Office at Bulfinch, where they oversee daily operations and plays a key role in strategic planning.

In addition to their role at Bulfinch, Yang is also a member of the Board of Governors at the CFA Institute, starting in 2023.

Prior to joining Bulfinch, Yang worked at State Street Global Advisors as the Managing Director and Head of Charitable Asset Management. In this role, they provided leadership to the teams responsible for managing endowment and charitable assets for SSGA's non-profit clients.

Before their time at SSGA, Yang spent a significant portion of their career at Harvard Management Company, where they served as the Senior Vice President and Head of Trust Investment and Operation. In this role, they oversaw the investment and administration of charitable assets for Harvard University and prominent donors/beneficiaries.

Early in their career, Yang worked at PricewaterhouseCoopers as an auditor, where they worked with high-profile clients such as Fidelity Investments, Putnam Investment, and Harvard Management Company. Pamela G. quickly rose through the ranks, being promoted to Senior Associate within 13 months of joining the firm.

Pamela G. Yang, CFA, CPA, CGMA has a diverse education history. In 1995-1996, they pursued an MBA / MS degree in Accounting and Management from the D'Amore-McKim School of Business at Northeastern University. Pamela G. also attended New York University as a Ph.D candidate in French Literature, but no specific dates of study are mentioned. Similarly, they obtained their MA degree in French Literature from the University of Cincinnati without specific dates stated. Yang completed their undergraduate education at Beijing Foreign Studies University, earning a BA degree in French.

In terms of additional certifications, Yang obtained the Certified Public Accountant (CPA) designation from the Commonwealth of Massachusetts in September 1998. Pamela G. also became a Chartered Financial Analyst (CFA) through the CFA Institute, although the exact year is unspecified. Furthermore, in January 2012, they obtained the Chartered Global Management Accountant (CGMA) certification from the AICPA. Most recently, in January 2021, Yang received the CFA Institute PL Program 15-Year Milestone Badge. Additionally, they received a leadership development certificate from Harvard University in an unspecified year between 2001 and 2002.