Andrew S. Lieu
Chief Compliance Officer
Andrew Lieu is a Partner of Roundview Capital, Chief Compliance Officer, and a CERTIFIED FINANCIAL PLANNER™ professional. In addition to working with clients on investment management and financial planning, Andrew is a key member of the firm’s investment committee.
Prior to joining Roundview Capital, Andrew was a financial analyst at Citigroup in the Capital Markets & Banking division. He also worked for Merrill Lynch in Hong Kong in the Investment Banking division.
Andrew graduated from Princeton University with a degree in Operations Research and Financial Engineering and a certificate in Finance. While at Princeton, he was captain of the Men’s Varsity Tennis Team. Andrew also earned an M.B.A. with distinction from the Leonard N. Stern School of Business at New York University, where he specialized in Finance, Accounting, Taxation and Business Law, and Management. While at NYU, he was honored with the designation of Glucksman Institute Fellow and Stern Scholar and was an investment analyst for the Michael Price Student Investment Fund.
Andrew married his college sweetheart, Bonnie, in August 2008 and together they have two daughters and one son. In his free time, Andrew enjoys running, tennis, playing with his children. He serves as a Trustee of the Princeton Area Community Foundation, a public charity serving central New Jersey that promotes philanthropy and support local nonprofits with grants, advocacy, and professional guidance. Andrew also serves on the Board of Trustees of National Junior Tennis and Learning of Trenton, an organization that enriches the lives of under-resourced youth through innovative tennis, education, and mentoring programs.