Title: Managing Partner
Company: Balance Law Firm
Location: New York, New York, United States
Robert Liu, Esq. managing partner at Balance Law Firm, has been recognized by Marquis Who’s Who Top Lawyers for dedication, achievements, and leadership in legal and financial services.
With 34 years of experience in the legal and financial sectors, Mr. Liu has excelled as a managing partner at Balance Law Firm since 2019. Prior to this esteemed role, he served as principal at Promontory Financial Group, an IBM company, from 2014 to 2018, where he played a pivotal role in financial consulting and advisory services. Preceding his tenure at Promontory, he held the position of associate, also at Promontory Financial Group, from 2010 to 2014. His journey in the professional realm began as a graduate teaching assistant at Yale School of Management from 2009 to 2010.
Mr. Liu’s academic pursuits laid a robust foundation for his illustrious career. He earned a bachelor’s degree in economics and finance from Tsinghua University, China, in 2007. Continuing his educational journey, he pursued and completed a Master of Business Administration from the prestigious Yale School of Management. He culminated his academic endeavors at Georgetown University Law Center, graduating with a Juris Doctor in 2015. His relentless dedication to self-improvement led him to earn certification as a Chartered Financial Analyst® (CFA) charterholder from the CFA Institute.
Beyond his professional commitments, Mr. Liu actively contributes to philanthropic endeavors. He has been a dedicated builder at Habitat for Humanity of Washington, DC, since 2013, demonstrating his commitment to community service. His altruistic spirit extends to his role as legal counsel for the Alliance for Impact and the Asian American Academy of Science and Engineering. In recognition of his outstanding contributions, he was honored as a 2023 New York Metropolitan Area Super Lawyers Rising Star by Thomson Reuters. Looking ahead, he envisions furthering his impact as a seasoned litigator, striving to achieve greater success for his clients and the community at large. His advice to aspiring professionals echoes his own journey: pursue a career fueled by passion and dedication, and success will naturally follow.
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