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David Y
Series 65
Naples, FL
Virtue Capital Management, LLC
David Yeh is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Virtue Capital Management, LLC. His prior experience includes roles at Premier Radiology Services LLC, Praetorian Archimedes Fund, L.P., and Wealthy Doctor Institute LLC. Outside of advisory work, he is involved with Physician Growth Catalysts LLC, a group that coaches physician entrepreneurs. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies supported by quantitative analysis and third-party manager selection to customize portfolios according to client objectives and risk tolerances.
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