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William Yung, CFA

Director, Private Markets & Partner at Angeles Investments

William Yung, CFA is a Partner and Director of Private Markets at Angeles Investments, where he has been working since 2014.13 With over 17 years of investment experience, William is responsible for conducting research in private capital and real asset strategies for the firm.2

William's career journey includes:

  1. Joining Angeles Investments in 2014, initially conducting manager research in public equity and fixed income.2
  2. Previously working for 7 years in wealth management roles, assisting independent financial professionals.2
  3. Starting his career at LPL Financial in operational and compliance roles.2

Education and Certifications:

  • MBA from USC Marshall School of Business (2009-2012)1
  • BA in Economics and Political Science from UC San Diego (2002-2006)1
  • Chartered Financial Analyst (CFA) designation (September 2013)1
  • Various FINRA certifications including Series 24, 7, and 661

At Angeles Investments, William is part of a team that oversees approximately $6.4 billion in discretionary relationships and $33.3 billion in consulting relationships.2 The firm, founded in 2001, is known for providing sophisticated, customized investment solutions to institutional and private wealth clients.2

William's role involves evaluating investment opportunities, particularly in private markets and real assets. He is also involved in the firm's approach to manager research and selection.2

Related Questions

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William Yung, CFA
William Yung, CFA, photo 1
William Yung, CFA, photo 2
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Location

Los Angeles, California, United States

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