Jeffrey Moon Yun
Director/Board Member at David Lawrence Mental Health Center, Inc.
Profile
Mr. Jeffrey M.
Yun is a Managing Director at Charles Schwab Investment Management, Inc. He is on the Board of Directors at David Lawrence Mental Health Center, Inc. He is on the Board of Directors at David Lawrence Mental Health Center, Inc. He also co-leads the Strategic Marketing Team which directs the Firm’s business development efforts.
He is a member of the Firm’s Executive and Risk Committees.
Prior to joining WSC in September 2009, Mr. Yun held the position of Senior Vice President at Private Capital Management LP, a registered investment advisor and wholly-owned subsidiary of Legg Mason, Inc., where he was responsible for managing relationships with Institutional consulting firms and high net worth platforms and clients.
Preceding his tenure at PCM, he held the position of Vice President and Director of Institutional Business Development at American Century Investments, where he oversaw sales and marketing efforts for the company’s separate account institutional business.
Mr. Yun earned his B.S.
in Psychology and Economics from St. Lawrence University.
Jeffrey Moon Yun active positions
| Companies | Position | Start |
|---|---|---|
David Lawrence Mental Health Center, Inc.
 David Lawrence Mental Health Center, Inc. Hospital/Nursing ManagementHealth Services David Lawrence Mental Health Center, Inc. operates as a non-profit organization that provides behavioral health solutions. The firm offers programs and services designed to treat mental health and substance abuse patients, as well as provides programs for prevention, intervention, and treatment for children and adults. The company was founded in 1968 and is headquartered in Naples, FL. | Director/Board Member | 2018-12-05 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Committee Member | 2020-08-09 |
Former positions of Jeffrey Moon Yun
| Companies | Position | End |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Investment Committee Member | 2020-08-09 |
Training of Jeffrey Moon Yun
| St. Lawrence University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
David Lawrence Mental Health Center, Inc.
David Lawrence Mental Health Center, Inc. Hospital/Nursing ManagementHealth Services David Lawrence Mental Health Center, Inc. operates as a non-profit organization that provides behavioral health solutions. The firm offers programs and services designed to treat mental health and substance abuse patients, as well as provides programs for prevention, intervention, and treatment for children and adults. The company was founded in 1968 and is headquartered in Naples, FL. | Health Services |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
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