
Liu is the Director of Research at Balanced Wealth Management, with duties including analyzing investment options and performances, as well as asset allocation strategies.
As a Professor of Finance at Providence College, Liu teaches various courses at both undergraduate and graduate levels, and her primary research interests include asset valuation, investments, corporate finance, and emerging markets.
Liu earned her doctorate degree in finance from Old Dominion University. She has published numerous articles in leading academic journals and is a frequent speaker at local and international conferences. In addition, Liu holds executive board positions in many local and international organizations, including the CFA Society Providence, WaterFire Providence, Coastline EAP, RIACAP, and Haozhong Information Technology Co., Ltd.