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Willis Hu

Willis Hu

Research Analyst at Sio Capital Management, LLC

Edgewater, NJ , United States

About

Willis Hu is a Research Analyst at Sio Capital Management, LLC, based in Edgewater, NJ, where he has served in this capacity since August 2015. At Sio Capital, Willis is responsible for the in-depth analysis of investment opportunities, with a specialized focus on the healthcare sector, reflecting the firm’s dedicated strategy in global, healthcare-focused portfolio management.

Prior to his current research role, Willis held the position of Director of Operations at Sio Capital Management from November 2012 to July 2015, overseeing operational processes supporting the firm’s investment activities. His experience combines operational management and research, providing a distinctive perspective that bridges investment analysis and firm infrastructure.

Willis holds a Master of Science in Global Finance from Fordham University and a Bachelor of Science in Finance from William Paterson University of New Jersey. His expertise encompasses healthcare equities and global finance, contributing to Sio Capital’s mission of rigorous company research and long-term value creation within health care investing.

Career History

OrganizationRoleDate RangeDetails
Sio Capital Management LLCResearch AnalystAug 2015 to Present
Sio Capital Management LLCDirector of OperationsNov 2012 to Jul 2015

Education

Fordham University

Master of Science (MS), Global Finance

2011 2012

William Paterson University of New Jersey

B.S., Finance

2009 2011

Skills & Expertise

Microsoft Office
Financial Modeling
Financial Reporting
Forecasting
Bloomberg Terminal
PowerPoint
Investments
Bloomberg
Microsoft Excel
Microsoft Word
Data Analysis
Accounting
Economics
Mandarin
Corporate Finance
Strategic Planning
Financial Analysis
Valuation

Others at Sio Capital Management, LLC (8)

NameRoleLocation
Logan Suriano
Logan Suriano
AnalystNew Haven, CT , United States
M
Mansi Sanghvi
PrincipalUnited States
Michael Castor
Michael Castor
Portfolio Manager and Managing DirectorNew York, NY , United States
E
Eric Song
analystNew York, NY , United States
Rameesha Nayab
Rameesha Nayab
Senior Research AnalystMississauga, ON , Canada
Taimoor Ahmad
Taimoor Ahmad
AnalystToronto, ON , Canada
U
Usman Hassan
AnalystNew York, NY , United States
V
Vladimir Vasilyev
Healthcare AnalystNew York, NY , United States