Carl Liu

Carl Liu, CFA, CFP, CSIA, is a finance professional with extensive experience in investment advisory and economic analysis. Currently serving as Senior Vice President at KGI Securities Investment Advisory Co. Ltd. since September 2015, Carl has previously held positions as Vice President and Assistant Vice President. Prior experience includes a managerial role at China Development Industrial Bank, focusing on macro and financial markets research, credit analysis, and investment evaluations. Carl also contributed as an Economic Analyst at the Canadian Trade Office in Taipei, emphasizing cross-strait economic issues, and as a Macroeconomic Researcher at Polaris Research Institute, where valuable reports were published. Educational qualifications include an MBA in Finance and Strategy from Vanderbilt University, a Master of Arts in Economics, and a Bachelor of Arts in Economics, both from National Taiwan University.