Jeff Liu, MBA, CFA®
Director, Portfolio Management
As a member of our investment management group, Jeff puts his 16 years’ experience as a portfolio manager, investment analyst and financial advisor to work on investment research and strategy development. His unique skill set also includes portfolio modeling and asset management, and he’s fluent in Mandarin, Cantonese and Indonesian/Malay.
A Chartered Financial Analyst® and a member of the Columbus CFA Society, Jeff holds master’s degrees in economics and international affairs from Ohio University and an MBA from The Ohio State University Fisher College of Business.