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Simon Chung-Yee Liu
Trading-Equity chez
RVW Wealth LLC
Profil
Mr. Simon C.
Liu is a Senior Equity Trader 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 takes a fundamental research approach to investment management. They mainly allocate clients assets between two categories: 1) equity securities of all capitalizations and precious metals, and 2) fixed income securities, which include corporate bonds and municipal bonds. To provide their clients with exposure to equity securities the firm utilizes ETFs and MFs that invest in those types of securities. For the fixed income exposure, RVW Wealth trades in corporate and municipal bonds that meet the firm’s rating, yield and length to maturity mandates. | Trading-Equity | 01/03/2018 |
Anciens postes connus de Simon Chung-Yee Liu
| Sociétés | Poste | Fin |
|---|---|---|
Bloomberg LP
 Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights | Corporate Officer/Principal | - |
Guggenheim Partners LLC
 Guggenheim Partners LLC Investment ManagersFinance Provides investment and financial services | Corporate Officer/Principal | - |
New York Life Investment Management LLC
 New York Life Investment Management LLC Investment ManagersFinance NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions. | Corporate Officer/Principal | - |
Caxton Associates LP
 Caxton Associates LP Investment ManagersFinance Caxton manages client and proprietary capital through global macro hedge fund strategies. Assets are managed through a broad mandate to trade in a variety of global markets and instruments. The firm's strategies employ a combination of statistical arbitrage and other quantitative investment techniques. Their principal activity is trading in the international currency, financial, commodities and securities markets. The firm follows currencies on a worldwide basis. They trade primarily in major international currencies, but also trade in exotic or other currencies. | Corporate Officer/Principal | - |
Global Access Investment Advisor LLC
 Global Access Investment Advisor LLC Investment ManagersFinance Profile Unavailable. | Corporate Officer/Principal | - |
Formation de Simon Chung-Yee Liu
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions. | Finance |
Caxton Associates LP
Caxton Associates LP Investment ManagersFinance Caxton manages client and proprietary capital through global macro hedge fund strategies. Assets are managed through a broad mandate to trade in a variety of global markets and instruments. The firm's strategies employ a combination of statistical arbitrage and other quantitative investment techniques. Their principal activity is trading in the international currency, financial, commodities and securities markets. The firm follows currencies on a worldwide basis. They trade primarily in major international currencies, but also trade in exotic or other currencies. | Finance |
Bloomberg LP
Bloomberg LP Internet Software/ServicesTechnology Services Provides financial and business information that delivers trusted data, news & insights | Technology Services |
West Chester University of Pennsylvania
 West Chester University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Guggenheim Partners LLC
Guggenheim Partners LLC Investment ManagersFinance Provides investment and financial services | Finance |
DAAT Asset Management, Inc.
 DAAT Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Pacific Financial Strategies, Inc.
 Pacific Financial Strategies, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
RVW Wealth LLC
RVW Wealth LLC Investment ManagersFinance RVW Wealth takes a fundamental research approach to investment management. They mainly allocate clients assets between two categories: 1) equity securities of all capitalizations and precious metals, and 2) fixed income securities, which include corporate bonds and municipal bonds. To provide their clients with exposure to equity securities the firm utilizes ETFs and MFs that invest in those types of securities. For the fixed income exposure, RVW Wealth trades in corporate and municipal bonds that meet the firm’s rating, yield and length to maturity mandates. | Finance |
Global Access Investment Advisor LLC
Global Access Investment Advisor LLC Investment ManagersFinance Profile Unavailable. | Finance |
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