Managing Partner - Chief Investment Officer
Shengde (Jeff) Liu, CFA, MBA, Experienced Investment Professional
Aurimax Investment Club's founder, Jeff, is a seasoned portfolio manager with extensive expertise in the field. He previously held the position of managing director and played acrucial role in Hamilton Capital's Investment Team which managed over $3billion in equity and fixed asset portfolios.. Jeff has also worked with various financial organizations, including Prudential Securities, Merrill Lynch, and Meeder Financial, where he excelled in financial advisory, financial planning, portfolio construction and optimization, investment analysis, and risk management. Jeff holds the prestigious Chartered Financial Analyst® title and is a member of the CFA Columbus Board of Directors. He has two master's degrees from Ohio University in economics and international affairs and an MBA from The Ohio State University Fisher College of Business.
Favorite Quote
"On average, 90 percent of the variability of returns and 100 percent of the absolute level of return is explained by asset allocation." ~ Roger G. Ibbotson