Juo-Mao "Mark" Liang

Director, Portfolio Analysis, Advice Tools & Policy
Chartered Financial Analyst (CFA®)
Financial Risk Manager (FRM®)
Schwab Center for Financial Research
Juo-Mao "Mark" Liang

Mark has more than 17 years of experience within financial services and investment management. His expertise includes portfolio analytics, modern portfolio theory, risk management, and data analysis.

Prior to joining Schwab in 2015, he held roles in equity trading, portfolio management, and investment risk management.

He holds a B.A. in Economics from University of Chicago, an MBA from Jones Graduate School of Business at Rice University, and a Master of Applied Statistics from Pennsylvania State University. He is a CFA charter holder and holds a Financial Risk Manager (FRM) certification.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Education
MBA, Jones Graduate School of Business at Rice University Master of Applied Statistics, Pennsylvania State University B.A. in Economics, University of Chicago