Profilo
Ms. Heather Liu is a Senior Portfolio Analyst at L&S Advisors, Inc. She works closely with the Chief Investment Officer conducting in-depth security research and analysis.
In addition to monitoring economic data and applying macroeconomic research in an effort to anticipate upcoming trends, she is involved in ongoing investment strategy development.
She also assists the L&S team with operational and administrative support.
Ms. Liu began her career at UBS Financial Services as a Branch Office Administrator and Client Service Associate, where she spent two years offering top-quality support to financial advisors and the management team.
She holds a B.A.
in Economics from the University of California, Los Angeles.
She is also a Series 65 Licensee.
Posizioni attive di Heather Liu
| Società | Posizione | Inizio |
|---|---|---|
L&S Advisors, Inc.
 L&S Advisors, Inc. Investment ManagersFinance L&S Advisors, Inc. (L&S) is an independent, SEC-registered asset management firm headquartered in Los Angeles, California. The firm was founded by Sy Lippman and Rick Scott in 2006. L&S offers a full suite of asset and wealth management services for a wide range of investors, from high-net worth individuals and families to institutions, foundations, 401(k)s, and pension and profit-sharing plans. | Analyst-Equity | 01/07/2006 |
Precedenti posizioni note di Heather Liu
| Società | Posizione | Fine |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Vendite & Marketing | 31/12/2004 |
Formazione di Heather Liu
| University of California, Los Angeles | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
L&S Advisors, Inc.
L&S Advisors, Inc. Investment ManagersFinance L&S Advisors, Inc. (L&S) is an independent, SEC-registered asset management firm headquartered in Los Angeles, California. The firm was founded by Sy Lippman and Rick Scott in 2006. L&S offers a full suite of asset and wealth management services for a wide range of investors, from high-net worth individuals and families to institutions, foundations, 401(k)s, and pension and profit-sharing plans. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
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