Maxwell Liu
Student at Urbana High School
- Role
- Team Lead at Medium
- Location
- Frederick, MD, US
- LinkedIn followers
- 500 followers
Experience
Team Lead
Sep 2025 — Present
Leading development of client-centered investment thesis integrating sector rotation, macroeconomic analysis, and behavioral finance to optimize portfolio allocations; coordinating team operations, advisor communications & final pitch preparation; acting as primary contact point with Wharton officials to ensure deliverables met high professional standards.
Education
Carnegie Mellon University
Bachelor of Science - BS, Major: Economics + Mathematics Minor: Business Analytics
2026 — 2030
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