As a Portfolio Manager, I am responsible for managing Personal Trust and Agency portfolios. I have extensive experience working with multi-generational families and their unique financial situations. And, for almost all of my career, I have worked with personal clients and their families, to help develop their investment goals and to achieve those goals via a broad array of asset classes and sophisticated investment techniques. Additionally, my experience includes working along with my clients other advisors such as their attorneys and CPA's.SpecialtiesInvestment Management, Trusted Advisor, High Net Worth, Multi-Generational Investment Strategies, Legacy Investment Strategies, Security Analysis, Portfolio Construction, Portfolio Management, Client Relationship Building

Elizabeth is responsible for the sales and service of integrated wealth management solutions with a focus on investments for high net worth clients and families. Elizabeth develops asset allocation and investment program recommendations based on specific client needs and objectives. Elizabeth facilitates the implementation of these programs utilizing proprietary and open architecture solutions.

Develop asset allocation for individual investors within an open-architecture spectrum. Manage investments for high net worth individuals;including individual stock selection, actively managed bonds, private equity, hedge funds and outside investment managers.