Natalie Liao joined Barnum Capital Management in 2026 as a Paraplanner, bringing extensive experience in financial planning, portfolio analysis, and investment strategy. With a strong background supporting advisors and helping clients work toward long term financial goals, Natalie is known for her analytical mindset, attention to detail, and thoughtful approach to client service. She holds her Series 7 and 66 licenses and is currently pursuing her CFA Level II designation, reflecting her continued commitment to professional growth and industry knowledge.
Outside of the office, Natalie resides in North Haven and enjoys following financial markets, continuing her education within the industry, and spending time with family and friends.
Barnum Capital Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.