![Jon Liu](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Jonathan Liu worked as a Lead Portfolio Manager at Aperio Group LLC from 2007 to 2021.
Prior to that, he obtained an undergraduate degree from San Francisco State University.
Former positions of Jon Liu
| Companies | Position | End |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Portfolio Manager-Equities | 01/05/2021 |
Training of Jon Liu
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Finance |
San Francisco State University
 San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Jon Liu
