About Wealthy Doctor Institute
Wealthy Doctor Institute, LLC (WDI) is a physician-focused financial planning firm serving physicians and medical professionals. WDI's services include financial planning, retirement planning, 401(k) strategy, tax-aware financial planning, student loan planning, insurance planning, and legacy planning. WDI also provides educational content about the investment services offered through Wealthy Doctor Advisors (WDA).
Wealthy Doctor Advisors (WDA) is a division of WDI through which David Yeh, MD, provides wealth management, investment management, and investment advisory services. Dr. Yeh offers these services as an Investment Adviser Representative of Virtue Capital Management, LLC (VCM), an SEC-registered investment adviser.
David Yeh, MD
Chief Investment Officer, Founder
Nuclear Physician / Radiologist
Board of Trustees, Edward Hospital Foundation
Investment Adviser (CRD# 6398483)
David Yeh is a practicing physician, author, speaker, and founder of Wealthy Doctor Institute. His perspective comes from two disciplines that rarely overlap in one career: medicine and investing.
Over the past two decades, David has studied investment systems, risk management, and portfolio decision-making with the same analytical mindset he brings to medicine. His work focuses on taking complex financial ideas and turning them into practical frameworks that busy physicians can actually understand and use.
David completed his undergraduate studies at Cornell University, earned his medical degree from NYU Grossman School of Medicine, and completed a nuclear medicine fellowship at the University of Pennsylvania School of Medicine. He serves on the board of trustees of Edward Hospital Foundation. He also serves as the Chairperson of the Subcommittee on Investments, SNNMMI (Society of Nuclear Medicine).
Xiao Zhang
Chief AI / Technology Officer
Xiao Zhang is a technology and analytics leader with more than 20 years of experience across data, artificial intelligence, machine learning, and digital transformation.
Her career has spanned higher education, finance, energy, urban planning, and retail, with a focus on building practical systems that turn data into better decisions. She has led cross-functional teams, designed scalable analytics platforms, and helped organizations adopt emerging technologies in ways that are useful, measurable, and sustainable.
Xiao is the founder of AveniraAI, LLC, and previously served as Director of Analytics and Data Solutions at the University of Chicago. She completed the Chief AI Officer Program at the University of Chicago Booth School of Business and is a doctoral student in Artificial Intelligence and Machine Learning at George Washington University. She is also an alumna of Harvard Business School and McGill University.
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