Silvia Pei Liu
Silvia Liu, who has over 10 years of experience in financial industry with a strong focus on cash management, financial planning, investment strategies and private equity, is responsible for identifying, evaluating new investments and managing fee-based portfolios. Prior to being an independent investment advisor, she worked at Morgan Stanley Wealth Management based in Chicago. She began her career as a Product Manager with the Private Client and Asset Management (PCAM) division of Deutsche Bank.
Silvia graduated with a BA in Finance from Nanjing University of Science & Technology and earned MBA degree in Germany with a concentration in Financial Management. She is a FINRA Registered Representative and holds Series 7 and 66 licenses. She can speak English, Mandarin and German.