Who We Are
Principal Investment Analyst & Financial Planner
Jason is a thorough collaborator who brings a diverse mix of multi-discipline knowledge when getting things done. His personal mission is to deliver thorough work that is actionable and has impact.
After completing the CFA Program, the focus of Jason’s work became investment analysis and financial planning for individuals.
Prior to that, Jason had a 16 year career as a Professional Engineer. Jason had a number of technical and leadership roles managing the operations at a variety of industrial facilities.
Jason Yee holds the following professional designations.
CFA Charterholder (CFA)
The owner of this badge has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
The CFA Program is the most respected and recognized investment management designation in the world.