Profil
Ms. Annika Liu is a Portfolio Analyst at Denali Advisors LLC.
She joined the firm in 2018 and is responsible for portfolio implementation, rebalancing and trade analysis.
Ms. Liu works with Denali’s Portfolio Management Team to capture performance from Denali’s quantitative process.
She works alongside with Mike Munson, Senior Vice President, on portfolio management, including special situations.
Prior to joining Denali, Ms. Liu was a research analyst at Shepherd Ventures, where she focused on valuing prospective clients and optimizing investment portfolios.
She received her BA in Finance from Southwestern University of Finance and Economics, China; and a Masters in Finance from Rady School of Management at the University of California, San Diego.
Postes actifs de Annika Liu
| Sociétés | Poste | Début |
|---|---|---|
Denali Advisors LLC
 Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Analyst-Equity | 01/01/2018 |
Formation de Annika Liu
| Southwestern University of Finance & Economics | Undergraduate Degree |
| Rady School of Management at UC San Diego | Graduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Denali Advisors LLC
Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Finance |
