Daniel Yeung

Daniel Yeung, CFA, is a Portfolio Manager and Shareholder at Coldstream Capital Management Inc. based in Mercer Island, WA, where he leads the construction of long-term, strategic portfolios and oversees the firm’s asset allocation framework. As a key member of Coldstream’s Investment Strategy Group, he conducts macroeconomic research and sets firm-wide asset allocation targets, with a focus on both alternative and traditional asset classes, including equities, fixed income, and private investments.

Yeung brings over 27 years of experience in portfolio management, manager research, and investment consulting. Prior to joining Coldstream, he spent 14 years at Caprock advising ultra-high-net-worth families with an emphasis on alternative investments, and has previously managed mutual funds, led institutional manager research at Morningstar, and served as Chief Investment Strategist at an alternative asset management firm. He also serves as an adjunct lecturer teaching advanced investment courses at the University of Washington Bothell School of Business.

Daniel holds an MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business, and a BA with Honors in Economics from the University of Michigan. He is recognized for his expertise in asset allocation, macro research, and manager selection, making significant contributions to investment strategy development across public and private markets.