William Lien

William Lien serves as a Portfolio Analyst at Clark Capital Management Group, Inc. in Philadelphia, PA. In his role, he is responsible for supporting the investment team in portfolio research, analytics, and asset allocation strategies. His work primarily involves analyzing market data to assist with decisions on multi-asset portfolios and risk management across client accounts.

William focuses on traditional equity and fixed income sectors, providing detailed analysis of asset classes including U.S. equities, corporate bonds, and diversified mutual fund products. His expertise aids in developing investment solutions tailored to financial advisors and institutional investors within Clark Capital’s client base.

Earlier in his career, William held analytical positions in finance, building deep experience in portfolio construction and investment modeling. He is recognized for his disciplined quantitative approach and impactful contributions to the firm's portfolio analytics capabilities. William is noted for his collaborative work style and commitment to data-driven investment insights.