Partner
Current
Apr 2022 - Present
AeroLeads people directory · profile
Elizabeth Ostrander, Cfa Email & Phone Number
Partner | Chief Operating Officer at Treville Capital Group
at
Treville Capital Group
1 work email found
@coventure.vc
2 phones found area 212 and 646
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner | Chief Operating Officer at Treville Capital Group
Location
New York, United States
Who is Elizabeth Ostrander, Cfa? Overview
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Quick answer
Elizabeth Ostrander, Cfa is listed as Partner | Chief Operating Officer at Treville Capital Group at Treville Capital Group, based in New York, United States. AeroLeads shows a work email signal at coventure.vc, phone signal with area code 212, 646, and a matched LinkedIn profile for Elizabeth Ostrander, Cfa.
Elizabeth Ostrander, Cfa previously worked as Partner at Treville Capital Group and Chief Operating Officer at Treville Capital Group. Elizabeth Ostrander, Cfa holds Ba from Boston College.
Company email context
Email format at Treville Capital Group
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{first}@coventure.vc
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AeroLeads found 1 current-domain work email signal for Elizabeth Ostrander, Cfa. Compare company email patterns before reaching out.
Profile bio
About Elizabeth Ostrander, Cfa
Elizabeth Ostrander, Cfa is a Partner | Chief Operating Officer at Treville Capital Group at Treville Capital Group. She possess expertise in financial services, analytical skills, strategic partnerships, start ups, strategy and 45 more skills.
Listed skills include Financial Services, Analytical Skills, Strategic Partnerships, Start Ups, and 46 others.
Current workplace
Elizabeth Ostrander, Cfa's current company
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5 roles
Elizabeth Ostrander, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
Current
Nov 2019 - Present
Finance And Operations
Aug 2018 - Nov 2019
Svp, Director Of Business Development
Responsibilities encompass business development, relationship management, project management, product development/management, marketing, communications, and corporate strategy/operations. - Develop and manage multi-layer strategic relationships within financial institutions of all sizes - from very large enterprises to independent wealth management firms. - Work with advisors and their clients throughout the project cycle, from screening and diligence through execution. - Provide analytical/execution support to investment banking/capital markets teams. - Create and deliver presentations (for industry events/conferences, institutional partners, and prospects/clients). - Develop training/educational materials, sales collateral, and client deliverables. - Anticipate needs of clients and referral sources and collaborate with colleagues to solve for those needs. - Work with CEO to refine firm's corporate strategy and evaluate new avenues for organic and external growth. - Participated in all aspects of bringing an innovative single stock risk management product to market.
May 2011 - 2018
Relationship Manager
Intelligent Edge is a concentrated wealth advisory firm focusing on tax-efficiently monetizing privately-owned businesses, commercial real estate, and publicly-traded stock. The firm works exclusively with financial advisors to plan, structure and execute liquidity events on behalf of their clients who own these highly appreciated assets. Financial advisors can take advantage of Intelligent Edge’s laser-focused solutions platform to immediately create and play a key role in overseeing their clients’ concentrated wealth.
Sep 2010 - May 2011
2 education records
Elizabeth Ostrander, Cfa education
Ba
Boston College
Education record
Trinity School, Nyc
FAQ
Frequently asked questions about Elizabeth Ostrander, Cfa
Quick answers generated from the profile data available on this page.
What company does Elizabeth Ostrander, Cfa work for?
Elizabeth Ostrander, Cfa works for Treville Capital Group.
What is Elizabeth Ostrander, Cfa's role at Treville Capital Group?
Elizabeth Ostrander, Cfa is listed as Partner | Chief Operating Officer at Treville Capital Group at Treville Capital Group.
What is Elizabeth Ostrander, Cfa's email address?
AeroLeads has found 1 work email signal at @coventure.vc for Elizabeth Ostrander, Cfa at Treville Capital Group.
What is Elizabeth Ostrander, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 212, 646 for Elizabeth Ostrander, Cfa at Treville Capital Group.
Where is Elizabeth Ostrander, Cfa based?
Elizabeth Ostrander, Cfa is based in New York, United States while working with Treville Capital Group.
What companies has Elizabeth Ostrander, Cfa worked for?
Elizabeth Ostrander, Cfa has worked for Treville Capital Group and Intelligent Edge Advisors.
How can I contact Elizabeth Ostrander, Cfa?
You can use AeroLeads to view verified contact signals for Elizabeth Ostrander, Cfa at Treville Capital Group, including work email, phone, and LinkedIn data when available.
What schools did Elizabeth Ostrander, Cfa attend?
Elizabeth Ostrander, Cfa holds Ba from Boston College.
What skills is Elizabeth Ostrander, Cfa known for?
Elizabeth Ostrander, Cfa is listed with skills including Financial Services, Analytical Skills, Strategic Partnerships, Start Ups, Strategy, Financial Analysis, Financial Modeling, and Joint Ventures.
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