Liz Young
Liz Young is Head of Investment Strategy at SoFi, a digital personal finance company that offers the speed, selection, content and convenience that only an integrated digital platform can provide. She develops and delivers both economic and market insights for SoFi, and is responsible for delivering the same services to a variety of audiences. Prior to joining SoFi, Young was the Director of Market Strategy at BNY Mellon Investment Management, where she formulated and delivered views on macroeconomic themes and their effects on capital markets. She also focused on educating investors on current macroeconomic themes and their effects on capital markets. Young has been a regulator contributor on CNBC and across other financial media outlets. She is a dynamic public speaker who’s able to translate complex concepts and strategy to a variety of audiences.
Liz Young Professional Experience / Academic History
Professional Experience
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Head of Investment Strategy
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Contributor
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Director of Market Strategy
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Assistant Vice President and Portfolio Analyst
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Research Analyst
Academic History
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M.B.A., Business Administration, Marketing, Finance
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B.B.A., Finance and Marketing
THE IMPORTANT PART
The Important Part: Investing with Liz Young, is SoFi's new podcast that takes listeners through today's top-of-mind themes in investing.
Each month, Young delivers investing topics such as clean energy, inflation, market cycles, and cryptocurrency assets.
She also invites special guests to get to the important part—why it matters to investors as they work toward their wealth-building goals.
The show teaches investors how to approach your investments with the inside scoop from those who are armed with the knowledge to help you do so.
Topics covered include portfolio, retail investing, inflation, market cycles, real estate, and more.
EARLY CAREER
At BNY Mellon, she worked directly with the firm’s Chief Economist to formulate and deliver economic and market views to external audiences.
She was an Assistant Vice President and Portfolio Analyst at Robert W. Baird & Co., responsible for due diligence for the firm's recommended manager programs and discretionary model platform.
She served as a Research Analyst at BMO Capital Markets, where she performed economic and market research for the firm's Chief Market Strategist and Investment Strategy Committee.
DESIGNATIONS
CFA Society of New York
MEDIA & APPEARANCES
Young is a CNBC Contributor, and is frequently quoted in various financial media outlets and publications.
She has been interviewed or featured in the Wall Street Journal, Financial Times, Washington Post, Yahoo! Finance, Bloomberg, and more.
She hosts a monthly podcast called The Important Part: Investing with Liz Young, delivered by SoFi.
She frequently appears on CNBC's Halftime Report and Squawk Box.
She has also appeared as a guest on Real Vision.