Liz Young SoFi Age【 Biography Wikipedia 】Salary, Wiki, Education

Personal Details Summary
Name	Liz Young
Age / How old is Liz Young SoFi? / Birthday / DOB	As of 2024, she seems to be in her mid forties.
Wedding & Marriage / Husband / Spouse / Partner	Check the full bio for relationship details.
Children / No. of Kids	None
Ethnicity / Origin / Heritage / Race	White
Nationality	American

Wiki Bio / Profile Background

Introduction :

Liz Young is the Head of Investment Strategy at SoFi, where she plays a pivotal role in providing economic and market insights. With a rich background in the finance industry, her career has taken her through notable roles at reputed firms like BNY Mellon Investment Management, Baird, and BMO Global Asset Management.

Personal Life, Parents and Family Details :

Liz’s early life was marked by financial challenges, as her mother raised her as a single parent until Liz was nine years old.
Growing up in a challenging financial environment, she learned the importance of distinguishing between wants and needs and making sacrifices to prioritize education and safety.
These formative experiences continue to shape her approach to money management and investment.

Education : Qualifications, High School & College Info

Young has earned a Bachelor of Business Administration (BBA) with a focus on Finance & Marketing, along with a minor in Spanish, from the Lubar College of Business – University of Wisconsin-Milwaukee in 2004.
In 2008, Liz graduated with a Bachelor of Business Administration (BBA) degree with a focus on finance and marketing from the University of Wisconsin-Milwaukee.
She furthered her education by earning a Master of Business Administration (MBA) from Marquette University.
Liz is a Chartered Financial Analyst (CFA®) Charterholder and an active member of the CFA Institute and CFA Society of New York.

Career, Salary, and Net Worth :

Liz began her professional journey by working as a bank teller while still in college and started investing in a 401(k) at the age of 21. Over time, she started to embrace change in the investment landscape.
She gained experience in the finance industry through roles such as a portfolio analyst at Baird and a research analyst at BMO Global Asset Management.
Liz’s career progressed rapidly as she became the Director of Market Strategy at BNY Mellon Investment Management, where she formulated and delivered views on macroeconomic themes and their impact on capital markets.
Currently, Liz serves as the Head of Investment Strategy at SoFi, where she provides economic and market insights.

Professional Timeline :

SoFi (Mar 2021 – Present) : Liz currently holds the position of Head of Investment Strategy at SoFi, where she provides economic and market insights.
CNBC Contributor (Apr 2020 – Mar 2021)
BNY Mellon (5 yrs 11 months) : Liz spent nearly six years at BNY Mellon, where she served as the Director of Market Strategy (Dec 2018 – Mar 2021) in the Greater New York City Area and earlier as VP, Senior Investment Strategist (May 2015 – Dec 2018) in New York.
Baird (Oct 2011 – May 2015) : She held the position of Assistant Vice President, Portfolio Analyst at Robert W. Baird & Co. in Milwaukee.
BMO Global Asset Management (Sep 2009 – Oct 2011) : Liz was a Research Analyst at BMO Global Asset Management.

Investing Style :

With close to 20 years of investing experience, Liz adopts a seasoned approach to investing. She has a medium to high risk tolerance, and manages a substantial portfolio with 20 or more stocks.
Her favorite investing sectors are healthcare, financial services and small cap. She’s particularly drawn to these sectors due to their promising growth potential and resilience, despite inflation worries.
Growing up in the Midwest contributed to her grounded financial values, providing simplicity and resilience in her approach to investing.

Interesting Facts, Height and Trivia :

Liz belongs to the generation straddling millennials and Gen-X, which has enriched her investing journey with unique perspectives.
She admires leaders in the finance industry, such as Sallie Krawcheck, Paul Tudor Jones, Warren Buffett, and Charlie Munger.
Her favorite educational resources are books like “The Psychology of Money” by Morgan Housel and “Talking to My Daughter” by Yanis Varoufakis, and podcasts like “On The Tape” and “The Compound and Friends.”