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Biography

William Morgan

Client Service

William joined the EOS client team in 2021 and has six years' prior experience in client servicing roles within the investment management industry. He holds a BA (Hons) degree in Chinese from the University of Leeds, the CFA UK Level 4 Investment Management Certificate, the CFA Certificate in ESG Investing and is an EFFAS-certified (European Federation of Financial Analysts Societies) ESG analyst (CESGA®). He is a Japanese and Mandarin speaker.  

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