Simon Liu

Head of Trading

Simon Liu is the Senior Equity Trader at RVW Wealth. Working closely with our team of advisors, he is responsible for investing and optimizing portfolios in a tax-efficient manner. Simon works closely with various institutional trading desks and AP (authorized participants) to ensure best-execution. Simon graduated from West Chester University of Pennsylvania with a double major in Finance & Business Management and maintains a Series 65-Investment Advisor Representative license. He has worked in Trading and Operations at various firms including: Bloomberg, New York Life Investment Management, Caxton Associates, and Guggenheim Partners.

Simon and his wife have one daughter and regularly volunteer their time at her school. Simon is an avid automobile enthusiast and regularly attends car shows and races. As a former collegiate ski racer, he spends his winters skiing and enjoys tennis during the warmer months with his family.