Aleck Liu, CFA has a diverse background in finance with experience in investment banking, private equity, and investment research. Aleck began their career as a Jr. Investment Research Analyst at CLS Investments, LLC in June 2018 and then transitioned to the role of Investment Research Analyst in August 2019. In April 2020, they joined Orion Advisor Solutions as a Senior Investment Research Analyst before moving on to Parti Pris Investment Partners as a Senior Investment Analyst in July 2020. Aleck then pursued their MBA at Carnegie Mellon University - Tepper School of Business as a Finance candidate from July 2021 to May 2023. Concurrently, they gained experience as a Private Equity Intern at 3 Rivers Capital, LLC from September 2021 to April 2023. During their MBA, Aleck worked as an Investment Banking Summer Associate at Harris Williams in June 2022. After completing their MBA, they continued their journey at Harris Williams as an Investment Banking Associate in June 2023.
Aleck Liu, CFA holds a Master of Business Administration (MBA) degree from the Tepper School of Business at Carnegie Mellon University. It is unclear when Aleck attended this program. Furthermore, Aleck Liu also completed a Bachelor's degree at the University of Chicago, although the specific degree and field of study are not provided.
In terms of certifications, Aleck Liu is a Charterholder of the Chartered Financial Analyst® (CFA) designation, obtained from the CFA Institute in August 2021.
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