Focusing on exceptional client service

Jonathan Liu, CFA

Jonathan Liu, CFA

Jonathan Liu, CFA is a Lead Portfolio Manager at Aperio and shares primary responsibility for managing the portfolio analysis efforts of the firm. Jon also provides analytical support in the research, portfolio management, and trading of client portfolios. He graduated from San Francisco State University, with a BS in Corporate Finance and Financial Services. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Jon loves to travel and eat good food.