Simon Liu Email & Phone Number
Chief Marketing Technology Officer @ Empirical Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Liu Location
- Seattle, WA, US
Simon Liu Work
- Chief Marketing Technology Officer @ (August 2013 - Present)
- Portfolio Manager @ (April 2008 - August 2013)
- Intern @ (April 2007 - March 2008)
Simon Liu Education
- University of Washington
Bachelor's degree (Economics)
2006-2008 - Queens College 2003-2005
Simon Liu Skills
- Investment Management
- Asset Allocation
- Portfolio Management
- Wealth Management
- Tactical Asset Allocation
- Investments
- Financial Modeling
- Retirement Planning
- Quantitative Analytics
- Global Macro
- Relative Value
- Absolute Return
- Manager Selection
- Long/Short Equity
- Convertible Arbitrage
- Financial Analysis
- Fixed Income Portfolio Management
- Strategic Financial Planning
- Investment Policy
- Estate Planning
- Management
- Sales
- Marketing
- Strategy
Simon Liu Summary
- Simon Liu, based in Seattle, WA, US, is currently a Chief Marketing Technology Officer at Empirical Wealth Management. Simon Liu brings experience from previous roles at Empirical Wealth Management. Simon Liu holds a 2006 - 2008 Bachelor's degree in Economics @ University of Washington. With a robust skill set that includes Investment Management, Asset Allocation, Portfolio Management, Wealth Management, Tactical Asset Allocation and more. Simon Liu has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Simon Liu?
Find contact details for 700 million professionals.
Others Named Simon Liu
Simon Liu
Managing Director - PE Investment (Tech)
Beijing, China
Simon Liu
Managing Director, Tridium APAC
Beijing, China
Simon Liu
CEO
Taichung City, Taiwan, Taiwan
Simon Liu
Director of Solution Architect
San Jose, CA, US
Simon Liu
Managing Director
Taiwan
Simon Liu
Chief Marketing Technology Officer
Seattle, WA, US
Simon Liu
VP of Growth
Mississauga, ON, CA
Top Empirical Wealth Management Employees
Eva Xu
Director of Client Strategy
Palo Alto, CA, US
Ethan Broga
Financial Advisor
Seattle, WA, US
Britt Wibmer
NW Director of Real Estate + Designated Broker
Bellevue, WA, US
Lorne Enquist
Financial Advisor
Seattle, WA, US
Erik Lehr
Chief Investment Officer | Principal
Portland, OR, US
Jim Jones
Chief Tax and Estate Strategist | Principal
Seattle, WA, US
Jordan Edwards
Financial Advisor
Bellevue, WA, US
Jason Sulkosky
Financial Advisor
Seattle, WA, US
Robert Thomas
Financial Advisor
Irvine, CA, US
Brian Kelca
Director of Insurance
Los Angeles, CA, US
Kenneth Smith
CEO
United States
Joe Mercado
Director Of Business Development and Strategic Initiatives
Mercer Island, WA, US
Justin Buller
Chief Compliance Officer
Seattle, WA, US
Simon Liu
Chief Marketing Technology Officer
Seattle, WA, US
Alex Gangl
Financial Advisor
Novato, CA, US
Jaime White
Chief Strategy Officer | Partner
New York, NY, US
Alex Medin
Financial Advisor
Newport Beach, CA, US
Helena Dempsey
Associate Financial Advisor
Kirkland, WA, US
Hwa Park
COO and Principal
Kirkland, WA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co