Shu Li

Shu Chin Li currently serves as Portfolio Strategist and Director of Research at Towneley Capital Management, Inc., based in New York, NY. In this role, she is responsible for shaping research-driven investment strategies, providing in-depth market and portfolio analysis, and guiding clients toward long-term financial success through data-informed asset allocation. She is recognized within the firm as a specialist in international investments, with a particular focus on global equities and diversified portfolio management.

With more than 20 years at Towneley Capital Management, Shu Chin Li's expertise spans identifying macroeconomic trends, conducting detailed financial market studies, managing multi-asset investment portfolios, and striving for superior risk-adjusted returns. Her analytical acumen and strategic insights are integral to the firm's research and investment process, particularly regarding international markets and asset class selection.

She holds an MBA from New York University, a master's degree in statistics from the University of Toronto, and a bachelor's degree in business administration from National Taiwan University. Additionally, she is a CFA charterholder, underscoring her professional commitment to investment research and portfolio strategy.