Perfil
Ms. Julie Liu is a Portfolio Manager & Analyst at PNC Capital Advisors LLC.
Prior to joining PNC Capital Advisors, Ms. Liu was employed as an Analyst by Allegiant Asset Management Co.
She received her BA in Economics from the University of California, Berkeley and her MBA in Analytic Finance from The University of Chicago.
Antiguos cargos conocidos de Julie Liu.
Empresas | Cargo | Fin |
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Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance Formerly National City Investment Management Co., Allegiant Asset Management Co. (AAM) is a multi-style registered investment advisor. Headquartered in Cleveland, Ohio, the firm is a wholly owned subsidiary of National City Corp. (NYSE: NCC) AAM is focused on the investment and service requirements of institutional clients, including corporate, public, Taft-Hartley, foundation, endowments and mutual funds. The firm was formed following the merger between National City and First of America Bank Corp. in 1985. AAM manages the Armada/Allegiant fund family out of Cleveland, while private client portfolios are managed out of offices in Cleveland, Pittsburgh, Grand Rapids, Michigan and Fort Wayne, Indiana. National City maintains separate trading desks for the Armada fund family and private client portfolios. | Analyst-Equity | 13/10/2009 |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Analyst-Equity | - |
Formación de Julie Liu.
University of California, Berkeley | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
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Empresas privadas | 2 |
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Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance Formerly National City Investment Management Co., Allegiant Asset Management Co. (AAM) is a multi-style registered investment advisor. Headquartered in Cleveland, Ohio, the firm is a wholly owned subsidiary of National City Corp. (NYSE: NCC) AAM is focused on the investment and service requirements of institutional clients, including corporate, public, Taft-Hartley, foundation, endowments and mutual funds. The firm was formed following the merger between National City and First of America Bank Corp. in 1985. AAM manages the Armada/Allegiant fund family out of Cleveland, while private client portfolios are managed out of offices in Cleveland, Pittsburgh, Grand Rapids, Michigan and Fort Wayne, Indiana. National City maintains separate trading desks for the Armada fund family and private client portfolios. | Finance |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Finance |
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