Simon Liu is the Senior Equity Trader at RVW Wealth. Working closely with our team of advisors, he is responsible for investing and optimizing portfolios in a tax-efficient manner. Simon works closely with various institutional trading desks and AP (authorized participants) to ensure best-execution. Simon graduated from West Chester University of Pennsylvania with a double major in Finance & Business Management and maintains a Series 65-Investment Advisor Representative license. He has worked in Trading and Operations at various firms including: Bloomberg, New York Life Investment Management, Caxton Associates, and Guggenheim Partners.
Simon and his wife have one child. As a former collegiate ski racer, he spends his winters skiing and enjoys tennis during the warmer months.