Xi Liu

Xi Liu

CFA
Vice President, Database Integration

Xi Liu is the business lead of the Data Strategy Initiative, focusing on helping the firm derive strong data management capability through data architecture, data integration, and data governance channels to facilitate evolving business needs. She is also involved in conducting quantitative research to support RAFI™ smart beta strategies.

Previously, Xi worked as an associate in the Enterprise Data Group at Morgan Stanley with responsibility for standardizing large-scale time-series data to facilitate investment decisions. Xi holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County. 

Xi earned a bachelor’s degree with honors in biomedical engineering from Zhejiang University in China, an MS in biomedical engineering from the University of Rochester, and an MS in statistics from Cornell University.


 

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