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 (Shengde) Liu is a Portfolio Manager and core member of Hamilton Capital’s Investment Team, who is responsible for overall investment strategy development and research. Jeff has more than 20 years of experience in portfolio management, investment analysis and financial advisory work for both institutions and private clients.

Jeff has a strong background in macroeconomics and financial markets. This is demonstrated through his extensive experience in equity, mutual fund and ETF analysis; asset allocation modeling, portfolio construction and risk management. Jeff’s primary areas of focus are U.S. large caps and U.K. equities, as well as emerging market equities and debt.

Jeff is a Chartered Financial Analyst® and an active member of the Columbus CFA Society.  He holds dual master’s degrees in economics and international affairs from Ohio University, as well as a Master’s Degree in Business Administration (MBA) from The Ohio State University Fisher College of Business.