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Peter Yoon, CFA

Wealth Manager

As a Wealth Manager for the firm, Peter provides investment management and financial planning advice to assist individual and institutional clients. Prior to joining the firm, Peter worked in the insurance industry, most recently with Chubb Group of Insurance Companies (NYSE: CB). Peter worked in the financial institutions group analyzing professional liability risk for banks, insurance companies, and all types of asset management firms. Prior to Chubb, Peter analyzed professional liability risk for publicly traded corporate clients at AIG (NYSE: AIG).

Peter and his wife work and live in San Francisco.

  • BA in Economics, University of California, Berkeley
  • Peter Yoon, Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of San Francisco

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