Simon Chung-Yee Liu
Trading-Equity chez RVW Wealth LLC
Profil
Mr. Simon C.
Liu is a Head of Trading at RVW Wealth LLC.
He Works closely with our team of advisors, he is responsible for investing and optimizing portfolios in a tax-efficient manner.
He works closely with various institutional trading desks and AP (authorized participants) to ensure best-execution.
Mr. Liu graduated from West Chester University of Pennsylvania with a double major in Finance & Business Management and maintains a Series 65-Investment Advisor Representative license.
Postes actifs de Simon Chung-Yee Liu
| Sociétés | Poste | Début |
|---|---|---|
RVW Wealth LLC
 RVW Wealth LLC Investment ManagersFinance RVW Wealth LLC is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Selwyn Gerber and Michael Stone in 2006 as RVW Investing LLC. RVW Wealth offers investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities like corporations, partnerships and limited liability companies. | Trading-Equity | 01/03/2018 |
Anciens postes connus de Simon Chung-Yee Liu
| Sociétés | Poste | Fin |
|---|---|---|
Bloomberg LP
 Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Corporate Officer/Principal | - |
Caxton Associates LP
 Caxton Associates LP Investment ManagersFinance Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Corporate Officer/Principal | - |
Global Access Investment Advisor LLC
 Global Access Investment Advisor LLC Investment ManagersFinance Global Access Investment Advisor LLC (GAIA) is an independent investment management firm headquartered in New York City. Founded in 1999, GAIA provides investment advice to individual and institutional clients. | Corporate Officer/Principal | - |
Formation de Simon Chung-Yee Liu
| West Chester University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Pacific Financial Strategies, Inc.
 Pacific Financial Strategies, Inc. Investment ManagersFinance Pacific Financial Strategies, Inc. provides investment advisory services. It offers financial planning for investments and savings. The firm also provides diversification services with uncertainty and weightings in numerous asset classes determine results in the portfolio. The company was founded by Joseph Arthur Garcia in May 2002 and is headquartered in Thousand Oaks, CA. | Finance |
DAAT Asset Management, Inc.
 DAAT Asset Management, Inc. Investment ManagersFinance DAAT Asset Management, Inc. provides investment advice. The private company is based in Westlake Village, CA. | Finance |
Global Access Investment Advisor LLC
Global Access Investment Advisor LLC Investment ManagersFinance Global Access Investment Advisor LLC (GAIA) is an independent investment management firm headquartered in New York City. Founded in 1999, GAIA provides investment advice to individual and institutional clients. | Finance |
Caxton Associates LP
Caxton Associates LP Investment ManagersFinance Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Finance |
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, owned by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to third-party institutional clients, affiliated insurance companies, investment companies, other pooled investment vehicles, individuals and wrap fee programs sponsored by unaffiliated entities. | Finance |
Bloomberg LP
Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Technology Services |
Guggenheim Partners LLC
Guggenheim Partners LLC Investment ManagersFinance Guggenheim Partners LLC provides financial services. It offers investments, securities, and insurance services. The company was founded in 1881 and is headquartered in Chicago, IL. | Finance |
RVW Wealth LLC
RVW Wealth LLC Investment ManagersFinance RVW Wealth LLC is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Selwyn Gerber and Michael Stone in 2006 as RVW Investing LLC. RVW Wealth offers investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities like corporations, partnerships and limited liability companies. | Finance |
