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
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
Advised more than 100 individual and institutional clients.