Profile
Ms. Ying Liu, CFA, is a Senior Investment Analyst at Boston Trust Walden, Inc. She is responsible for quantitative analysis underlying the firm’s various investment disciplines.
She also contributes to the firm’s fixed income strategies.
She is a member of the Investment Committee.
Ms. Liu began her career in 2011 and joined the firm in 2018.
Previously, she worked as Vice President, Investment Portfolio Manager at Busey Wealth Management in Champaign, IL.
Before joining Busey, she worked as a Risk Analysis Specialist at Bank of America Merrill Lynch and as a Quantitative Analyst at Zacks Investment Research.
She earned a BS from Xiamen University and an MS in Finance from the Illinois Institute of Technology.
She holds the Chartered Financial Analyst designation and is a member of CFA Society Boston and the CFA Institute.
She is also a Financial Risk Manager, certified by the Global Association of Risk Professionals.
Former positions of Ying Liu
| Companies | Position | End |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Analyst-Equity | 01/04/2022 |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
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