Heather Liu

Heather Liu is a Senior Portfolio Analyst at L&S Advisors, Inc. in Los Angeles, California, where she has served since 2005 following the firm’s relaunch as an independent, fee-only registered investment advisor. In her role, she collaborates closely with the Chief Investment Officer, performing in-depth security research, conducting macroeconomic analysis, and supporting ongoing investment strategy development. She also provides operational and administrative support to ensure the firm’s investment activities run smoothly.

Heather’s expertise spans comprehensive equity and ETF research, with demonstrated sector focus on technology, semiconductors, and broad U.S. equities, as well as selected exposure to fixed income and commodities via ETFs, based on L&S Advisors’ reported holdings. She monitors economic data to anticipate trends and supports tactical asset allocation and security selection, reflecting a disciplined, data-driven approach to portfolio construction.

Prior to joining L&S Advisors, Heather began her financial career at UBS Financial Services as a Branch Office Administrator and Client Service Associate, providing critical support to both financial advisors and management. She holds a B.A. in Economics from UCLA and is a Series 65 Licensee, underlining her credentials and commitment to professional excellence in the investment advisory field.