William (Wenjun) Yang, CFA

Senior Portfolio Manager

William Yang serves as a Portfolio Manager for Banyan Partners, focusing on the fundamental research and portfolio construction of international equity strategies.

William has over a decade of investment experience in asset allocation, portfolio construction, risk management, and securities selection. He was Portfolio Manager for Rushmore Investment Advisors, a Texas-based registered investment advisor acquired by Banyan in 2013. Prior to joining Rushmore, he managed the Research Department at Shenyin & Wanguo Securities Company in China.

William earned a Bachelor of Science in Engineering from Shanghai Jiao Tong University, a Master of Science in Finance from Shanghai Institute of Foreign Trade, and a Master of Business Administration from Texas Christian University.  William is a Chartered Financial Analyst designation holder and is a member of the CFA Society of Dallas-Fort Worth.

Contact William
1-800-422-6172