Xianyuan H.
Sr. Investment Analyst | FMVA
- Role
- Senior Investment Analyst at Willis Johnson Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Xianyuan H.
I am a Senior Investment Analyst at Willis Johnson & Associates, a rapidly growing wealth management firm in Houston. My work centers on sourcing, diligencing, and monitoring private market investments, primarily through evergreen structures such as interval funds, tender offer funds, non traded BDCs, and non listed REITs. I conduct rigorous manager due diligence, evaluate portfolio fit, and support portfolio construction decisions for high net worth clients. I work closely with the financial advisors to translate complex alternative investment structures, risk factors, and return drivers into clear, actionable insights.Outside of work, I enjoy exploring new cuisines, hiking scenic trails, and following global market trends to sharpen my perspective. Willis Johnson & Associates is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Willis Johnson & Associates has a reasonable belief that this marketing does not include any false or material misleading information statements or omissions of facts regarding services, investments, or client experiences. Willis Johnson & Associates has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser\'s services, investments, or client experiences. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Willis Johnson & Associates is not a CPA firm.
Experience
Senior Investment Analyst
Feb 2026 — Present
Education
Temasek Polytechnic
Diploma, Apparel Design & Merchandising
2004 — 2007
Donghua University
Bachelor of Business Administration - BBA, Business Administration and Management, General
2018 — 2021
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