Client Advisory

Biography

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.

Education

  • Bachelor’s degree from Ohio Wesleyan University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.