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Portfolio William Yang
Portfolio Manager at Flputnam Investment Management Co.
About
William (Wenjun) Yang, CFA, MBA, is a Portfolio Manager at F.L.Putnam Investment Management Company, where he oversees the firm’s Core International ADR Strategy. He is responsible for driving the investment process, performing fundamental international research, and providing actionable insights to support the broader investment team.
Mr. Yang's expertise centers on international equities, with a particular focus on American Depositary Receipts (ADRs) and international ordinary shares. Throughout his more than 20-year career, he has developed and managed global and international investment strategies, holding senior portfolio management roles at River Road Asset Management and Boston Private, where he led international ADR strategies from 2004 to 2024.
He holds degrees from Texas Christian University (M.J. Neeley School of Business), Shanghai University of International Business and Economics, and Shanghai Jiao Tong University. William Yang is an active CFA® charterholder and a member of the CFA Society of Louisville, recognized for designing comprehensive investment processes that integrate idea generation, fundamental research, portfolio construction, and disciplined sell criteria within the international equities sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F.L.Putnam Investment Management Company | Portfolio Manager | Jan 2024 to Present | — |
| River Road Asset Management | Portfolio Manager | Sep 2016 to Jan 2024 | — |
| Boston Private | Portfolio Manager | Aug 2004 to Aug 2016 | — |
| Shenyin & Wanguo Securities Co. Ltd. | Research Analyst | May 1999 to Jul 2002 | — |
| Yunnan Electricity Bureau | Engineer | Jun 1995 to Jul 1997 | — |
Education
Texas Christian University - M.J. Neeley School of Business
2002 — 2004
Shanghai University of International Business and Economics
1997 — 2000
Shanghai Jiao Tong University
1991 — 1995
Skills & Expertise
Others at Flputnam Investment Management Co. (17)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | New York, NY , United States | |
| SVP and Portfolio Manager | Boston, MA , United States | |
| Portfolio Analyst | Plymouth, MA , United States | |
C Colby Parker | Research Associate | Plymouth, MA , United States |
| Portfolio Analyst | RI , United States | |
| Chief Market Strategist | Portfolio Manager | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
L Liam Stokes | Portfolio Analyst | Raleigh, NC , United States |
J Jake Mercier | Client Portfolio Manager | Boston, MA , United States |
| Portfolio Analyst | Stoughton, MA , United States |
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