William currently serves as the Head of Portfolio Analytics & Risk. In this role, he oversees the firm’s overall portfolio risk exposure, provides critical portfolio analytics, and leads the execution of risk management policies. As a member of the Investment Committee, William spearheads initiatives in data analytics and quantitative research to enhance investment decision-making.

Prior to his current role, William was a Portfolio Manager and Head of Research within Chartwell’s investment team. As a Portfolio Manager, he played a crucial role in stock selection and the execution of investment strategies. As Head of Research, he managed Chartwell’s research process and led the development of the research team. Leveraging his training in engineering and computer science, William designed and structured Chartwell’s proprietary valuation and research system, integrating human expertise to maximize efficiency in research analysis and drive informed decision-making. His contributions to investment research are anchored in his in-depth knowledge of the technology and semiconductor sectors.

A native of Hong Kong, William is fluent in Cantonese, Mandarin, and English. He holds a Bachelor of Science degree in Computer and Systems Engineering from Rensselaer Polytechnic Institute in the United States.