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Melissa Liu

Research Analyst

Melissa Liu brings a sharp intellect and perceptive analytical mind to her work in evaluating investment managers to identify and assess the factors that will determine long-term success and consistency.

Melissa focuses primarily on U.S. and non-U.S. equity markets, sourcing new investment managers and completing ongoing due diligence, as well as supporting private markets research. She is also responsible for the delivery of custom client projects such as fund manager searches, investment portfolio analysis, investment policy development, and industry analysis.

Melissa previously served as a public finance assistant for D.A. Davidson Companies and as vice chair of the Department Finance Committee of Associated Students at the University of Oregon.

Melissa Liu earned a B.S. in applied mathematics and economics, with honors, from the University of Oregon, Robert D. Clark Honors College.

Melissa has volunteered as an I AM Learning Partner in Arnerich Massena’s award-winning I AM Learning Partnership community service programs.

Fascinated by systemic patterns and solutions, Melissa always takes the time to listen and learn. She is emboldened by investing’s ability to improve not only the lives of individuals, but of the global population.