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Name
James Liu
Title
Founder and CEO, Clearnomics
Bio
James Liu, CFA, is the founder and CEO of Clearnomics, the industry’s leading market and economic insights platform for financial advisors. James has devoted his career to providing market and economic insights to the asset and wealth management industries. Having worked with thousands of advisors across the country, he has a deep understanding of the challenges they face in client communication and marketing. Previously, he was a Global Market Strategist with JPMorgan where he helped to develop the Guide to the Markets. Prior to this, James was a Partner at Copia Capital, a hedge fund in Chicago. He has appeared regularly on CNBC and in the financial press. James is a CFA charterholder. He earned an MBA with honors from the University of Chicago Booth School of Business and holds a BA from the University of California, Berkeley.
