Rae Liu

Rae Liu

Gestor de Cartera-Acciones en Nicola Wealth Management Ltd. .

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Consumer Services

Perfil

Ms. Rae Liu, CFA MBA, is an Associate Portfolio Manager at Nicola Wealth Management Ltd.
Prior to joining Nicola Wealth, she worked at Ontario Teachers' Pension Plan as Principal, Capital Markets, specializing in US credit investments with a primary focus on public fundamental strategies.
Her experience also includes working at Gluskin Sheff/Onex Credit, first as a Credit Analyst covering various North American industries and credits, and later as Senior Associate.
Ms. Liu also worked at RP Investment Advisors and Phillips, Hager & North where she focused on credit research.
She received a Bachelor of Commerce degree in Finance from the Sauder School of Business at the University of British Columbia and is a Leslie Wong Fellow of the UBC Portfolio Management Foundation (PMF).
Ms. Liu also holds an MBA degree from the University of Toronto's Rotman School of Management and is a CFA Charterholder.

Cargos activos de Rae Liu

EmpresasCargoInicio
Gestor de Cartera-Acciones 01/06/2023
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Corporate Officer/Principal 01/05/2023
Corporate Officer/Principal 01/07/2021
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Formación de Rae Liu.

University of Toronto Masters Business Admin
Sauder School of Business Undergraduate Degree

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