Libby is a Principal in the San Francisco office. She has more than twenty years of experience in financial services, advising clients on a variety of financial planning and wealth management issues, with a focus on cross-border planning. Her specialized knowledge, combined with her personal experience living abroad, enables Libby to evaluate bespoke, personalized options that help clients maximize the joys of a cross-border lifestyle.
Prior to joining Cerity Partners, Libby was a Wealth Advisor with Worldview Wealth Advisors, providing holistic savings, investment, insurance, tax planning, retirement planning, and estate planning advice to clients whose lives were complicated by cross-border situations. Her earlier experience was across a range of client-serving roles, specifically in asset management. She was President of an investment firm focusing on small-cap investing for high-net-worth individuals and served as a Senior Vice President for Putnam Investments, working with defined contribution plans.
Libby earned her Bachelor of Arts degree from Yale University. She also holds a Master in Economics and International Relations from Johns Hopkins’ SAIS and a Master of Business Administration from INSEAD in France. Libby is a Chartered Financial Analyst (CFA®) and a Certified Financial Planner (CFP®).
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