Pamela Yoon, CMT FEA, leads a team dedicated to providing comprehensive wealth management advice to affluent multi-generational global families, entrepreneurs, business executives, foundations, and non-profits.
An investment management veteran with three decades of experience, Pamela has successfully guided clients through numerous bull and bear market cycles, ensuring their portfolios recover fully. Her deep expertise and confidence equip her to help clients navigate future market cycles with strategic foresight.
Pamela manages concentrated, high-conviction global portfolios built on proprietary technical analysis, underpinned by rigorous fundamental screening. Her tactically active approach involves conducting in-depth due diligence on every company her team invests in. While committed to long-term investing, she remains vigilant about short-term risks, with risk management as a cornerstone of her strategy. She personally invests her wealth in the same strategies as her clients, reflecting her alignment and shared commitment to their financial success.
Her approach is client-centric, offering customized wealth and financial planning solutions tailored to each family’s unique needs—eschewing any cookie-cutter methodologies. Pamela places a strong emphasis on “investor behavior,” recognizing its critical role in achieving investment success. Much like an elite coach guiding an athlete, Pamela is dedicated to nudging her clients toward making the disciplined, sometimes uncomfortable, decisions that lead to stronger, more resilient investors.
Pamela and her team pride themselves on delivering an unmatched client advisory experience founded on trust and deep, long-term relationships. With a career spanning 30 years, Pamela has built enduring connections with her clients and their families, treating them as individuals rather than just numbers. Her work is driven by a passion for making a meaningful difference in the lives of her clients, their families, and the communities they support.
Beyond wealth management, Pamela has travelled to 33 countries and enjoys exploring the underwater world as a scuba diver. Fluent in English, Cantonese, Mandarin, and Bahasa Malaysia, she brings a global perspective to her work. Pamela also welcomes speaking engagements on wealth management and global investing topics, sharing her insights and expertise with a broader audience.
Learn more about Pamela and her work by watching her video at www.pamelayoon.com.