Jeff (Shengde) Liu, CFA®

Managing Director, Portfolio Management

  • Focus: Macro economic analysis; financial modeling and forecasting; asset allocation and portfolio management.
  • Education: BA, Guangdong University of Foreign Studies; MA in Economics, Ohio University; MBA, Fisher College of Business, Ohio State University
  • Certifications: CFA® Charterholder

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 of experience as a portfolio manager, investment analyst and financial advisor in institutional and private client settings. Jeff’s primary areas of focus are the U.S. large cap, U.K. equity market, as well as emerging equity market and emerging fixed income.

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 a Master of Business Administration from The Ohio State University Fisher College of Business.