Our Vision
Our mission is to provide the best service, technology,
and investment solutions available to medical professionals and ensuring the security of assets through our preferred custodian, Charles Schwab.
David Yeh, MD
Chief Investment Officer, Founder
Nuclear Physician
Investment Advisor Representative
David is a practicing physician, speaker, best-selling author, investment advisor, and founder of The Wealthy Doctor Institute.
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David has spent 20 years researching, back testing, and refining straightforward investment systems that have allowed him to semi-retire at 45 years old. David’s techniques combine the tools of traditional money managers, the risk mitigation techniques of active market traders, and the pattern recognition and quantitative analytic skills of diagnostic physicians into practical systems that a reasonable busy doctor can realistically implement.
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Xiao Zhang
Chief Technology Officer
Xiao Zhang is an Innovative leader and strategist with 20+ years of experience in advanced analytics, data-driven decision-making, ML/AI, and digital transformation across industries, including higher education, finance, oil & gas, urban planning, and retail.
Proven expertise in leading cross-functional teams, designing scalable data solutions, and leveraging AI/ML technologies to deliver operational excellence and transformative outcomes. Adept at bridging technical execution with strategic vision, driving innovation, and fostering sustainable growth through actionable insights and process optimization.
Currently work for the University of Chicago as the Director of Analytics and Data Solutions. She is an alumna of both Harvard Business School and McGill University.​​
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Sorry for the disclaimers at the bottom, guys! Brian, in his enthusiasm, made it seem like I was going to be the next Warren Buffett. No way am I going to promise that! But glad he's impressed with my book! - David Yeh