About Us
Liberty is an international financial services firm providing Private Wealth Management, Trust, Asset Management, Investment Banking, Capital Markets and Private Equity services.
Founded in 1919 in New York NY,Liberty’s financial advice and expertise has helped guide clients through changing market cycles and unexpected events across generations. Being privately held has enabled us to grow and manage our firm responsibly, from a position of enduring financial strength and with a long-term focus on the best interests of our clients, our associates and the communities we share. We have expanded into new markets and lines of business only where and when we know we can serve those clients well. Today Liberty serves the investment and financial planning needs of individuals, families, small businesses, foundations, schools and other public entities throughout the United States as well as corporations and institutional investors around the world. And, because we are employee-owned, our clients can trust that we all share a personal stake in the successes we strive to help them achieve.
Business Locations
Liberty’s broad financial expertise and resources, strategically located in offices on three continents, enable us to serve your specialized needs and help you reach your financial objectives, wherever they may take you.
Liberty Partners Wealth Management INC is an American asset management firm established and developed in alignment with these current market trends.
We specializes in wealth management services within the equity and financial markets sector, dedicated to providing individual investors, high-net-worth clients, and institutional investors with more systematic and professional asset management solutions through its professional investment research framework, robust market analysis capabilities, and long-term investment philosophy.
Stock Research Team
The Stock Research Team is led by Professor Jeff Currie, with Ella Sinclair
serving as Head of the team and overseeing the overall research framework,
market strategy development, and the coordination and execution of day-to-day
investment research activities.
With a global capital markets perspective, the team conducts multidimensional
analysis across macroeconomic cycles, industry trends, corporate fundamentals,
market liquidity, and quantitative data. These insights are integrated within
a disciplined risk management framework to continuously identify, monitor,
and evaluate potential investment opportunities.
Supported by a rigorous research process and a data-driven
analytical framework, the team seeks to identify compelling
investment opportunities in complex and evolving market environments.
By integrating macroeconomic perspectives, industry research,
and company-specific analysis, we translate market intelligence into clear,
well-supported, and actionable investment views.
We remain committed to the principles of independent research,
disciplined decision-making, and risk-first investing,
with the goal of providing investors with professional, objective,
and forward-looking market insights and strategic guidance.
Awards & Accolades
The unique way we run our firm and the quality of our people have earned Liberty and our businesses frequent industry recognition and accolades from highly reputable publications and organizations, including:
Discover Our Achievements