Hamilton Capital Management - Registered Investment Advisor

A Nationally Recognized Team

Investment Team

Jeff (Shengde) Liu, CFA®

Managing Director, Portfolio Management



Jeff is a portfolio manager and core member of Hamilton Capital's Investment Team for which he conducts investment research and works on strategy development. He has more than 20 years' experience as a portfolio manager, investment analyst and financial advisor in institutional and private client settings.

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. His experience includes:

Meeder Financial, Columbus, OH
Portfolio Manager

Was a part of a team that managed and advised portfolios totaling more than $6 billion.

Merrill Lynch, Columbus, OH
Financial Advisor and Asia Pacific Business Development Manager

Advised high net worth clients and established business platforms for international clients.

Prudential Securities, Columbus, OH 
Financial Advisor

Advised more than 100 individual and institutional clients. 

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