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Vice President and Senior Investment Consultant

Stephen Yeung is a Vice President and Senior Investment Consultant with USI Advisors, Inc. Steve is responsible for developing, implementing and monitoring investment strategies for defined contribution plans and assisting clients in understanding their fiduciary responsibilities.

He regularly conducts investment review meetings with clients and encourages clients to follow a consistent, rigorous and disciplined process of judicious plan management. Steve provides insight and consultation on available investment options and other non-investment related obligations that helps businesses prepare their employees for retirement and understand the complexities of plan design and the financial markets.

Steve earned a Bachelor’s degree from Stony Brook University. Industry education and designations include: FINRA administered Series 65 and the Accredited Investment Fiduciary (AIF®) designation.

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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.