Profil
Mr. John Y.
Liu is a Director at Montibus Capital Management LLC.
Prior to joining Montibus Capital Management (formerly Timberline Asset Management) in October 6, 2006, Mr. Liu was employed as a Portfolio Manager by Thomas Weisel Asset Management LLC, Vice President by Columbia Management Investment Advisers LLC, an Analyst by RCM Capital Management LLC, Partner by Pillsbury Winthrop Shaw Pittman LLP, and an Associate by Ropers, Majeski, Kohn & Bentley PC.
Mr. Liu received his BA in Mathematics from the University of California - Berkeley, his MBA in Business from the University of California, Berkeley - Walter A.
Haas School of Business and his JD from the University of California, Los Angeles - School of Law.
He is a Chartered Financial Analyst.
Anciens postes connus de John Yao Liu
| Sociétés | Poste | Fin |
|---|---|---|
Montibus Capital Management LLC
 Montibus Capital Management LLC Investment ManagersFinance Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds. | Gestionnaire de Portefeuille-Actions | 21/09/2015 |
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Analyst-Equity | 01/01/2006 |
Pillsbury Winthrop Shaw Pittman LLP
 Pillsbury Winthrop Shaw Pittman LLP Miscellaneous Commercial ServicesCommercial Services Pillsbury Winthrop Shaw Pittman LLP provides legal services. It offers services in education, aviation, communications, consumer and retails, corporate and securities, hospital and intellectual property. The company was founded in 1868 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/1997 |
Ropers, Majeski, Kohn & Bentley PC
 Ropers, Majeski, Kohn & Bentley PC Miscellaneous Commercial ServicesCommercial Services Ropers, Majeski, Kohn & Bentley PC provides legal services. The private company is based in Redwood City, CA. | Corporate Officer/Principal | 01/01/1985 |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Corporate Officer/Principal | - |
Formation de John Yao Liu
| University of California, Berkeley | Undergraduate Degree |
| University of California, Los Angeles | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
Thomas Weisel Asset Management LLC
 Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Finance |
Montibus Capital Management LLC
Montibus Capital Management LLC Investment ManagersFinance Founded in 2006, Montibus Capital Management LLC is a registered investment advisor located in Portland, Oregon. The firm is a majority-owned subsidiary of Thomas Weisel Asset Management LLC, which, in turn, is a wholly-owned subsidiary of Thomas Weisel Partners Group, Inc., itself a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). Montibus Capital Management was formerly known as Timberline Asset Management and as TW Asset Management. The firm provides investment advice to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, wrap fee platforms and mutual funds. | Finance |
Pillsbury Winthrop Shaw Pittman LLP
Pillsbury Winthrop Shaw Pittman LLP Miscellaneous Commercial ServicesCommercial Services Pillsbury Winthrop Shaw Pittman LLP provides legal services. It offers services in education, aviation, communications, consumer and retails, corporate and securities, hospital and intellectual property. The company was founded in 1868 and is headquartered in New York, NY. | Commercial Services |
Ropers, Majeski, Kohn & Bentley PC
Ropers, Majeski, Kohn & Bentley PC Miscellaneous Commercial ServicesCommercial Services Ropers, Majeski, Kohn & Bentley PC provides legal services. The private company is based in Redwood City, CA. | Commercial Services |
