Houston K. Yuen
Profile
Prior to joining PacWest, Mr. Yuen has over 4 years of working experience in the IT industry.
Mr. Yuen also worked part-time in a financial company as a Registered Representative while pursuing his MBA degree concentrated in finance.
Mr. Yuen received his MBA from the University of Texas at Dallas.
Mr. Yuen passed CFA Level I exam in June, 2006.
Former positions of Houston K. Yuen
| Companies | Position | End |
|---|---|---|
PacWest Financial Management, Inc.
 PacWest Financial Management, Inc. Investment ManagersFinance Founded in 1997 by Grace Y. Lau and Mindy L. Ying, PacWest Financial Management, Inc. is a registered investment advisor headquartered in Phoenix, Arizona. The firm is a subsidiary of Benefit Financial Services Group and their ultimate parent is Focus Financial Partners LLC. PacWest offers investment advisory services to individuals, pensions and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Analyst-Equity | 2007-10-30 |
Pillar Pacific Capital Management LLC
 Pillar Pacific Capital Management LLC Investment ManagersFinance Pillar Pacific Capital Management LLC (PPCM) is an independent wealth management firm headquartered in Pacifica, California. It was founded by Art French in 1999 as Pillar Point Equity Management LLC. In 2007, one of the firm’s members since 1999, California Casualty Management Co., sold its interest back to the firm. The name was then changed to Pillar Pacific Capital Management LLC. PPCM provides services to high net-worth individuals, pension and profit-sharing plans, insurance companies, trusts, estates, foundations, endowments, charitable organizations, corporations, and health & welfare trusts. | Analyst-Equity | - |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
PacWest Financial Management, Inc.
PacWest Financial Management, Inc. Investment ManagersFinance Founded in 1997 by Grace Y. Lau and Mindy L. Ying, PacWest Financial Management, Inc. is a registered investment advisor headquartered in Phoenix, Arizona. The firm is a subsidiary of Benefit Financial Services Group and their ultimate parent is Focus Financial Partners LLC. PacWest offers investment advisory services to individuals, pensions and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Pillar Pacific Capital Management LLC
Pillar Pacific Capital Management LLC Investment ManagersFinance Pillar Pacific Capital Management LLC (PPCM) is an independent wealth management firm headquartered in Pacifica, California. It was founded by Art French in 1999 as Pillar Point Equity Management LLC. In 2007, one of the firm’s members since 1999, California Casualty Management Co., sold its interest back to the firm. The name was then changed to Pillar Pacific Capital Management LLC. PPCM provides services to high net-worth individuals, pension and profit-sharing plans, insurance companies, trusts, estates, foundations, endowments, charitable organizations, corporations, and health & welfare trusts. | Finance |
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