Founder And President
Webridge Investment Inc.
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Sam Yan Email & Phone Number
Founder and President
at
Webridge Investment Inc.
1 work email found
@morningstar.com
2 phones found area 312
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and President
Location
Aurora, Illinois, United States
Who is Sam Yan? Overview
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Quick answer
Sam Yan is listed as Founder and President at Webridge Investment Inc., based in Aurora, Illinois, United States. AeroLeads shows a work email signal at morningstar.com, phone signal with area code 312, and a matched LinkedIn profile for Sam Yan.
Sam Yan previously worked as Vice President of Corporate Finance at Zepto Life Technology and Quantitative Analyst, Senior Investment Analyst at Morningstar Investment Management Llc. Sam Yan holds Master Of Science (Ms), Computer Science from University Of Illinois.
Company email context
Email format at Webridge Investment Inc.
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{first}.{last}@morningstar.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sam Yan. Compare company email patterns before reaching out.
Profile bio
About Sam Yan
Fund raiser for biotech company Zepto Life Technology. A detail-oriented businessman to help put deals together, and a veteran investor with 12+ year experience working in full cycle of asset management process.
Listed skills include Mutual Funds, Portfolio Management, Equities, Fixed Income, and 13 others.
Current workplace
Sam Yan's current company
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6 roles
Sam Yan work experience
A career timeline built from the work history available for this profile.
Vice President Of Corporate Finance
CurrentIn charge of this startup company's fundraising effort.
Jun 2020 - Present
Founder And President
Current
Webridge Investment Inc.
The Company is featuring facilitating IPO, SPAC, international investments, and international trade deals. Current/past projects highlights:Connect Chinese companies to get IPO/SPAC services. Real estate build to suit project: A prestigious private investment company and Webridge Investment worked together to raise $20+ million for the construction of.
Jun 2019 - Present
Quantitative Analyst, Senior Investment Analyst
Had been a key player of Morningstar Investment Management team working with CIO and senior portfolio managers in forming investment ideas, evaluating managers and companies, engaging client services, constructing models, and running due diligence reports. Created and managed the Morningstar's Stock Basket system from scratch since 2009. This system.
Aug 2006 - Nov 2018
Database/Software Developer
Analyzing funds’ portfolios, calculating and providing propriety mutual fund scores, implementing front-end web applications, generating consulting reports, etc.
May 2001 - Aug 2006
Database Programmer
Data Group, Morningstar, Inc.
Serving 40+ institutional clients including Wall Street Journal, KPMG, etc.
May 2000 - May 2001
2 education records
Sam Yan education
Master Of Science (Ms), Computer Science
Bachelor Of Science (Bs), Civil Engineering
FAQ
Frequently asked questions about Sam Yan
Quick answers generated from the profile data available on this page.
What company does Sam Yan work for?
Sam Yan works for Webridge Investment Inc..
What is Sam Yan's role at Webridge Investment Inc.?
Sam Yan is listed as Founder and President at Webridge Investment Inc..
What is Sam Yan's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Sam Yan at Webridge Investment Inc..
What is Sam Yan's phone number?
AeroLeads has found 2 phone signal(s) with area code 312 for Sam Yan at Webridge Investment Inc..
Where is Sam Yan based?
Sam Yan is based in Aurora, Illinois, United States while working with Webridge Investment Inc..
What companies has Sam Yan worked for?
Sam Yan has worked for Webridge Investment Inc., Zepto Life Technology, Morningstar Investment Management Llc, Morningstar Associates, Llc., and Data Group, Morningstar, Inc..
How can I contact Sam Yan?
You can use AeroLeads to view verified contact signals for Sam Yan at Webridge Investment Inc., including work email, phone, and LinkedIn data when available.
What schools did Sam Yan attend?
Sam Yan holds Master Of Science (Ms), Computer Science from University Of Illinois.
What skills is Sam Yan known for?
Sam Yan is listed with skills including Mutual Funds, Portfolio Management, Equities, Fixed Income, Financial Modeling, Bloomberg, Asset Allocation, and Financial Markets.
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