Robert Liu

Beixiao Robert Liu, CFA, Balance Law Firm, Chairman 

Phone: +1 (212) 741-8080 Email: robert.liu@balancelawfirm.com,  Address: One WTC Fl85 NYC

As the Founder and Chairman of Balance Law Firm, Robert oversees the firm’s strategic planning and client matters. His law practice spans a broad spectrum from banking law, financial regulation, and corporate governance to civil and business litigation.

Prior to founding Balance Law Firm, Robert spent eight years working for IBM Watson in New York City and Promontory Financial Group in Washington, DC, focusing on developing artificial intelligence-based solutions for the financial services industry to meet stringent legal and regulatory requirements, as well as advising large U.S. and international financial institutions on how to comply with US Treasury Department, Federal Reserve, the OCC and the SEC regulations. While at IBM and Promontory, Robert’s clients include five out of the top ten largest banks in the world. Robert was also a key member of the Working Group established by Michael Bloomberg to establish the first Chinese currency RMB clearing and settlement bank in the U.S.

Robert holds a JD from Georgetown University, MBA from Yale University, BS in Finance from Tsinghua University in Beijing, and is a licensed attorney in New York, Connecticut, New Jersey and Washington DC and several other jurisdictions. Robert is a Chartered Financial Analyst (CFA) Charter holder.