Clarisse Liao

Clarisse earned her Bachelor of Arts in Economics from the University of Dallas. Her academic background provides a strong foundation in financial principles, analytical thinking, and strategic problem-solving—skills she applies daily in her role. Before transitioning into wealth management, Clarisse developed a robust operational and client service skill set in the healthcare and insurance industries. As an Assistant Business Manager, she managed critical financial functions including payroll, accounts payable and receivable, and transaction tracking, while also leading hiring and onboarding initiatives. Outside the office, Clarisse enjoys embracing her creative and curious side. She has recently taken up birdwatching, loves getting lost in a good book, and spends time crafting. Above all, she values time with her family and friends, bringing that same sense of connection and positivity into her work with clients and colleagues.