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Dan Yeung
Portfolio Manager-Equities at The Caprock Group LLC
Dan Yeung active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 2010-07-31 | - |
Career history of Dan Yeung
Former positions of Dan Yeung
Companies | Position | Start | 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 | 2006-11-30 | 2008-07-30 |
Portfolio Manager-Fixed Income | 2006-11-30 | 2008-07-30 | |
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 | - | - |
Training of Dan Yeung
The University of Chicago Booth School of Business | Masters Business Admin |
University of Michigan | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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 |
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 |
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 |
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