Annika Liu

Annika Liu

Analyst-Equity at Denali Advisors LLC

Consumer Services
Finance

Profile

Ms. Annika Liu is a Portfolio Analyst at Denali Advisors LLC.
She joined the firm in 2018 and is responsible for portfolio implementation, rebalancing and trade analysis.
Ms. Liu works with Denali’s Portfolio Management Team to capture performance from Denali’s quantitative process.
She works alongside with Mike Munson, Senior Vice President, on portfolio management, including special situations.
Prior to joining Denali, Ms. Liu was a research analyst at Shepherd Ventures, where she focused on valuing prospective clients and optimizing investment portfolios.
She received her BA in Finance from Southwestern University of Finance and Economics, China; and a Masters in Finance from Rady School of Management at the University of California, San Diego.

Annika Liu active positions

CompaniesPositionStart
Analyst-Equity 2017-12-31
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Training of Annika Liu

Southwestern University of Finance & Economics Undergraduate Degree
Rady School of Management at UC San Diego Graduate Degree

Experiences
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Private companies

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Connections

9

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3

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Finance

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