Liu Liu

Liu Liu

Director of Investment Research and Management BOK Financial
Expertise
  • Investment Strategy
  • Asset Management
  • Portfolio Management

Liu Liu leads the investment research and management team within the Strategic Investment Advisors group. The team researches capital markets, asset allocation and portfolio construction, and oversees all asset allocation strategies utilized across the organization. The team also provides centralized manager research for various business lines within the wealth management division.

Liu is a member of the BOKF Asset Allocation Committee, Investment Committee and Manager Research Committee. She joined BOK Financial in 2006.

She received a bachelor of economics degree in finance from Jinan University, China, and a master’s in finance from the University of Tulsa. She also has earned the Chartered Financial Analyst (CFA) and the Charted Market Technician (“CMT”) designations.

Outside of the office, she enjoys traveling and spending time with her family.

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BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors.

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.

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