Chief Executive Officer, CMFP®, CFP®
As CEO, Yuen is responsible for the overall leadership, growth, and business development. Since joining the firm in 2013, specializes in structuring investments that are suitable, attractive, and efficient for high net worth individuals, family offices, and institutions. With Yuen at the helm of Casoro Group the company has successfully achieved over $1.5 billion in multifamily transactions.
Yuen brings a wealth of experience across a broad range of disciplines, among them: finance, investment management, capital raising, wealth planning, venture capital, portfolio management, alternative investments, commodities, strategic planning, leadership and training, sales, and organizational structuring.
Prior to joining Casoro Group, Yuen was the founder and CEO of the franchisor How Do You Roll? a fast-casual sushi restaurant. In 2013, he appeared on ABC’s Shark Tank where the franchise received a $1 million offer from investor Kevin O’Leary — the highest investment offer in the history of the show at the time. Yuen previously spent 13 years in the investment management and advisory industry as the Managing Partner of Kenty, Yung, Ozias & Associates, where he oversaw 90 advisors and was responsible for the capital raise and management of more than $300 million in funds raised from high-net-worth individuals, families, corporations, and charitable organizations.
Yuen currently sits on the board of Greater Austin Asian Chamber and Casoro Group Education Foundation. He also volunteers as a mentor for Ignite Accelerator, an Austin-based business
Yuen is the author of two books, The Blind Grind – Success: It’s Not Hard Work, and Business Model Blueprint.
Yuen holds a Bachelor of Business Administration from the McCombs School of Business at The University of Texas at Austin. He is also a graduate of MIT’s Entrepreneurship Masters Program and has professional certifications as a Chartered Mutual Fund Counselor (CMFC®) and Board Certified Financial Planner (CFP®).
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