Marcus Yang, CFA

Director of Investment Operations

Investment Advisor Representative

CA Ins Lic. 4123032

Marcus oversees investment operation division at Wellspring Consulting. He serves as a portfolio manager for Wellspring Model Portfolio Series. He also conducts comprehensive research on Wellspring investment/product lineup. Marcus hosts weekly client education webinar.

Additionally, Marcus works with a group of private clients, where he develops their investment strategies, advises them on financial planning, and manages their accounts. Included among his clients are some of the Firm’s largest wealth management relationships as well as a number of families with whom he has worked since his first day at Wellspring.

As a CFA charterholder, Marcus is committed to the highest ethical standards. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Marcus has the Series 7 (General Securities) and Series 66 (Financial Advisor) securities registrations. Additionally, he holds a California Life and Health Insurance license. Marcus earned his Master of Science degree in investment management from St. John’s University in New York. He is fluent in English and Mandarin. Away from work, Marcus enjoys time with family and friends, as well as a variety of activities, like travelling, cooking, and all different types of music.  File #3634212.1