Dr. George Yang

Senior Portfolio Manager
Co-Head of Research

248-434-6553  •   yang@rochesterwealthstrategies.com

George has become a thought leader in our industry.  He is well-respected among his peers as he has built extensive knowledge in quantitative investment strategies, risk management research, and portfolio management.  In addition to obtaining his Ph.D from Cornell University in 1997, he has received an MBA of high distinction from the University of Michigan with a concentration in financial engineering.  In 2011, George presented to the University of Michigan Ross School of Business where he discussed “The ETF Revolution & Active Portfolio Management.”  His work has been published in peer reviewed academic financial journals and he has authored numerous research white papers that have won investment industry awards.  He has also spent time as an adjunct professor at Walsh College teaching graduate level investment courses.  After 10 years as Chief Investment Officer and Head of Research for Flexible Plan Investments (a firm which managed over $2 billion dollars of client assets), he went off on his own to become a quantitative research consultant. 

His most prestigious designation, and by far the most difficult to achieve in our industry, is the Chartered Financial Analyst.  In addition to his CFA, he also holds the Financial Risk Manager and Accredited Investment Fiduciary designations.

Prior to his years in the financial industry, he had a 10-year engineering career where he developed various analytical methods for the automotive industry.  In 1999, he was the winner of the Henry Ford Technology Award from Ford Motor Company. 

His desire to join Rochester Wealth Strategies came from a firm belief in a disciplined process of wealth management that aligned well with the approach of our company.  He maintains a great interest in establishing a superior client portfolio track record and felt that this would be the ideal place to help achieve that.  

George has lived in Michigan for over 20 years with his wife and two children.  He enjoys traveling, reading, and spending time with family.  He can be seen biking the trails in Franklin/Bloomfield as he tries to catch up with his college freshman and high school senior sons.