William, a CFA® Charterholder and MBA, is responsible for management of the firm’s Core International ADR Strategy. He provides support to the firm-wide investment process, including fundamental and international research.
He has over 20 years’ experience in the international market investing. William has designed and implemented a comprehensive investment process encompassing idea generation and fundamental research to portfolio management and sell discipline. He started his investment career in 2002 as a financial analyst for Shenying & Wanguo Security (based in Shanghai, China). He then served as portfolio manager for Boston Private Wealth International ADR strategy from 2004 to 2016 and portfolio manager for River Road Asset Management International ADR and International Ordinary strategies from 2016 to 2024.
William is an active member of the CFA Society of Louisville and is involved with several community organizations focused on culture and youth education.