Daniel Yeung, CFA

Senior Client Associate
Daniel Yeung, CFA, Senior Associate at Caprock

About Me

My desire to work one-on-one with each unique client led me to wealth management. Being able to guide and educate clients on investment strategies and global markets is extremely rewarding. With 26 years of investment experience, I have a strong focus on portfolio management and articulating our investment strategies. 
Caprock’s non-negotiable integrity and objectivity originally drew me in. I enjoy having access to our top-tiered managers in various asset classes and providing those opportunities to our clients. Helping families diversify and align their portfolios to suit their individual needs is the most gratifying part of my work. 

Joined Caprock





MBA in Analytic Finance and Accounting – University of Chicago Booth School of Business 

B.A. in Economics – University of Michigan at Ann Arbor 

Boards or Association Memberships

CFA® charterholder

CFA Institute and CFA Society of Seattle – Current Member

University of Washington Bothell School of Business – Adjunct Professor in Finance

Seattle Alternative Investment Association – Former Board Member



Pin It on Pinterest