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Liz is a Principal in the San Francisco office. She is responsible for the oversight of daily client requests and transactions, recordkeeping, and coordinating the office’s client communications and meetings. She works closely with the firms that custody client assets to ensure a successful client experience.
Prior to joining Cerity Partners, Liz served as a Client Service Manager at Ashfield Capital Partners. Previously, she held positions as Client Manager, Transitions Manager and Trust Administrator at Kaspick & Company – a TIAA-CREF subsidiary. Liz’s investment career began in 2005 at Brown Brothers Harriman in Boston.
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