Dan Yeung

Portfolio Manager-Equities at The Caprock Group LLC

Finance

Consumer Services

Profile

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.

Dan Yeung active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	31/07/2010

All active positions of Dan Yeung

Former positions of Dan Yeung

Companies	Position	End
Accessor Capital Management LP Accessor Capital Management LP Investment ManagersFinance Accessor Capital Management LP is a registered investment advisor based in Seattle	Portfolio Manager-Equities	30/07/2008
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	-

See the detail of Dan Yeung's experience

Training of Dan Yeung

University of Michigan	Undergraduate Degree
The University of Chicago Booth School of Business	Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dan Yeung's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

See company connections