Andrew Lieu

Andrew Lieu is a Partner and Chief Compliance Officer at Roundview Capital LLC, a Princeton-based registered investment advisor. In this role, he works closely with clients on investment management and financial planning, and is a key member of the firm’s investment committee, helping to oversee portfolio construction and adherence to the firm's fiduciary standards.

His expertise spans asset allocation, risk management, and multi-asset portfolio strategies, with a client base that includes individuals, families, charitable foundations, and other institutional investors. Before joining Roundview, Andrew built foundational experience as a financial analyst in Citigroup's Capital Markets & Banking division and in investment banking at Merrill Lynch, Hong Kong, providing him with strong exposure to global equity, fixed income, and alternative investments.

Andrew holds a degree in Operations Research and Financial Engineering from Princeton University and an MBA with distinction from NYU’s Stern School of Business, where he was a Glucksman Institute Fellow and Stern Scholar. He is a CERTIFIED FINANCIAL PLANNER™ professional and serves as a trustee for community organizations in central New Jersey, reflecting his commitment to both the investment industry and local philanthropy.