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Yee Feng

Senior Advisor

    Yee is a Senior Advisor based in San Diego, CA.  He is part of the Pathstone team that supports some of the firm’s ultra-high net worth clients by helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives.  Specifically, Yee helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting and tax and estate plan implementation.

    Prior to joining Pathstone, Yee served as an Associate Client Manager, Director, at Cornerstone Advisors, Inc. for over 12 years, serving clients in a similar capacity. Yee earned his Bachelor of Arts Degree in Sociology from the University of California, Los Angeles.  He has also taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam, and previously held his Series 7, Series 63, and Series 9 and 10 licenses while working as a broker at TD Ameritrade for six years.

    In his free time, Yee enjoys spending time with his wife and two kids, cycling and competing in amateur bike races, playing guitar, and serving at his local church.

    Group

    Client Service Team

    Investment Advisory

    Office

    Bellevue, WA

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    Yee is a Senior Advisor based in San Diego, CA.  He is part of the Pathstone team that supports some of the firm’s ultra-high net worth clients by helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives.  Specifically, Yee helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting and tax and estate plan implementation.

    Prior to joining Pathstone, Yee served as an Associate Client Manager, Director, at Cornerstone Advisors, Inc. for over 12 years, serving clients in a similar capacity. Yee earned his Bachelor of Arts Degree in Sociology from the University of California, Los Angeles.  He has also taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam, and previously held his Series 7, Series 63, and Series 9 and 10 licenses while working as a broker at TD Ameritrade for six years.

    In his free time, Yee enjoys spending time with his wife and two kids, cycling and competing in amateur bike races, playing guitar, and serving at his local church.