Nate Liao, CFA

Nate Liao, CFA

Senior Research Analyst

Nate Liao is a Senior Research Analyst supporting the investment team and the equity investment strategies for Davidson Investment Advisors. He joined the team in 2024 after spending six years at Dodge & Cox as an equity investment analyst. Prior to Dodge & Cox, he was a sales and trading associate for fixed income derivatives at J.P. Morgan. He began his career as an advisory associate, financial risk management, at KPMG.

Nate received his Bachelor of Science degree in Electronics from Peking University, his Master of Science degree in Financial Engineering from Columbia University, and his Master of Business Administration from The University of Chicago Booth School of Business. He holds the Chartered Financial Analyst® designation.


Davidson Investment Advisors
1925 Palomar Oaks Way, Suite 300
Carlsbad, CA 92008