Yuen Yung, CMFC®, CFP®

Chief Executive Officer

As CEO of Upside Avenue, Yuen is responsible for the overall management of operations. He 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.

An accomplished entrepreneur, Yuen founded and led, How Do You Roll?, a fast-casual sushi restaurant franchise. Prior to selling the franchise in 2014, Yuen appeared on ABC’s Shark Tank and received the highest investment offer in the history of the show from investor Kevin O’Leary.

Yuen previously spent 13 years in the investment management and advisory industry as a Managing Partner of Kenty, Yung, Ozias & Associates, where he oversaw 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. He additionally, developed 27 commercial retail sites earlier in his career.

An active member of the community he is a contributor to Investopedia, sits on the board of Greater Austin Asian Chamber and served on the Boards of The Thinkery, and The Leukemia and Lymphoma Society.

Yuen was a finalist for the 2013 Austin Under 40 award and received the Excellence in Teaching Award from The University of Texas Professional Development Center. He holds a BA from the UT McCombs School of Business, is a graduate of MIT’s Entrepreneurship Masters Program, is a Chartered Mutual Fund Counselor (CMFC®) and Board Certified Financial Planner (CFP®).