We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile

Victor Liao
Joining Parallel with the goal to develop my own client relationships while supporting a family; feeling like an entrepreneur!
Explaining the difference between stocks and bonds to my elderly parents, then turning around and trading shorts on $300 million worth of residential mortgage-backed securities for another client.
Playing touch rugby on Sundays and utilizing San Francisco as our family playground.
Seeing the birth of my first child and realizing I was a dad; it was equally terrifying and wonderful at the same time.
Speed reading
About Victor
- Objective: Victor's goal is to help clients achieve their financial goals through comprehensive financial planning and risk-appropriate investment portfolios, and by bringing a myriad of resources to bear on each client’s specific needs.
- Specialized Responsibilities: Member, Investment Committee
- Snapshot: Victor has been in financial services / investing for 20+ years spanning wealth management, venture capital, and investment banking.
Experience
- Vice President, Luminous Capital, Menlo Park, CA, an independent wealth management firm with more than $5 billion in client assets; managed client relationships, including advising on asset allocation strategies, manager selection and due diligence, portfolio construction recommendations, and trading for clients
- Financial Analyst, Private Banking & Investment Group, Merrill Lynch, Menlo Park, CA; devised asset allocation strategies and managed trading strategies, including for shorting residential mortgage backed securities (“RMBS”) and for concentrated stock positions
- Founding Senior Associate, TeleSoft Partners, Foster City, CA, a technology-based venture capital firm; helped founding partner raise ~$750 million for two funds; sourced, performed due diligence, and assisted telecom-focused companies from funding to exit
- Financial Analyst, Wasserstein Perella & Co., Chicago, IL; conducted mergers and acquisitions
Education
- Duke University, BA, English
