Katherine Liu

Katherine Liu, CFA, MBA has a diverse range of work experience in the finance industry. Katherine is currently a Vice President of Business Development at Morningstar, a position they assumed in October 2021. Prior to this, they worked as a Sales Manager at Brompton Funds (ETFs) from November 2020 to September 2021. Katherine also served as an Inside Wholesaler - ETF Specialist at CI First Asset Exchange Traded Funds from September 2019 to November 2020.

Before their roles in the investment industry, Katherine gained experience in sales and research. Katherine worked as a District Sales Representative, Inside Sales at Mackenzie Investments from January 2018 to September 2019. Prior to that, they were a Research Associate at Calistix Capital from March 2017 to August 2017.

Katherine's early career involved teaching and volunteering. Katherine was a Teaching Assistant at Concordia University - John Molson School of Business from September 2016 to May 2017. Katherine also interned at La Capitale in October to December 2015. Additionally, they volunteered as a Teaching Assistant at Concordia University - John Molson School of Business, where they distributed teaching materials, graded papers and tests, and supervised students during exams.

Katherine's professional journey began with stints in accounting and banking. Katherine worked as an Accounting Assistant at an accounting firm in August to September 2013. Katherine also had a trainee position at HSBC from May to July 2013.

Overall, Katherine Liu has demonstrated a strong background in various finance-related roles, including business development, sales, research, and teaching. Katherine'sexperience spans both the investment industry and the academic sector.

Katherine Liu, CFA, MBA, pursued their education in a chronological order. Starting from 2010 to 2014, they attended Hubei University in China, where they obtained a degree in Financial Management. Later, from 2014 to 2017, Katherine attended Concordia University and earned a Master's degree in MBA with a specialization in Investment Management. In addition to their educational background, Katherine also holds various certifications including the Chartered Financial Analyst® (CFA) Charterholder from the CFA Institute, a Qualification Certificate of Speciality and Technology from the People's Republic of China, and a Certification of Accounting Professional from the Ministry of Finance in the People's Republic of China. Additionally, they have received the CSC designation from the Canadian Securities Institute (CSI).