(858) 880-0252 [email protected]

Quita Liu

Manager of Fund Operations

Quita is a proud second-generation immigrant and mom of two. She brings over 10 years of experience in investment operations and systems implementation. Previously, she was a senior associate of investment operations at impact investing organization ImpactAssets, where she supported fund reporting for over 400 private debt and equity funds. She has also served as a technology coordinator for an Atlanta-based registered investment advisor where she was a key member in implementing new investment management software and has experience in daily portfolio reporting of defined benefit and defined contribution plans, trading, and portfolio management support.

Quita has a BSBA degree from UNC-Charlotte where she majored in finance and minored in economics. She received an MBA from UMass-Amherst.