,CFP®
Elizabeth is focused on advising clients throughout the entire spectrum of their financial planning journey. She works with a wide breadth of clients, including multi-generational families, women, surviving spouses, the LGBTQ+ community, and those navigating divorce, serving as a trusted advisor for both big and small financial matters. She is passionate about getting to know each client to identify strategies that help them achieve their goals and objectives.
Elizabeth has over 10 years of financial services experience. Prior to joining Modera in 2022, she was a registered investment advisor at Greystone. Before Greystone, Elizabeth was an advisor in the private bank at Wells Fargo Advisors. She launched her career as a private banker at Credit Suisse.
Elizabeth received a Bachelor of Arts degree in economics from Dartmouth College and an MBA in finance from The Wharton School at the University of Pennsylvania. She is a CERTIFIED FINANCIAL PLANNER® professional.
Elizabeth lives on the Upper West Side of Manhattan with her husband, two daughters, two dogs, and cat. She is an enthusiastic though mediocre runner/jogger and an avid Citi Biker. She spends most of her free time at the playground with her children.
What do you value most in your client relationships?
The trust that clients show in seeking my advice and guidance is the most valuable part of my client relationships. It is so important in any relationship but especially when working with clients as they make decisions that will help impact every facet of their lives. Working as their advisor and guiding them through different obstacles and challenges throughout their lives is the most rewarding part of job.
What sparked your interest in financial planning? What fuels you every day in your work?
I have always been interested in investing but also loved working with people and helping them solve complex problems. After studying economics at Dartmouth College and receiving my MBA from The Wharton School, I began working in private banking and immediately knew I had found my calling. I love working with clients and their families. Getting to know each family and working on solutions to help meet their unique goals and objectives is the thing I enjoy most and is the best part of the job.
What do you feel is a strength that you have?
There are a lot of great parts of this job, but sometimes it entails having difficult conversations with clients. I believe that I am good at helping to navigate clients through difficult situations and having uncomfortable conversations.
What do you enjoy most about working at Modera?
We have wonderful, experienced and knowledgeable colleagues, who truly embrace a collaborative, collegial, client-first approach.
Where did you grow up? Where do you live now?
I grew up in Brooklyn Heights. I currently live on the Upper West Side in Manhattan.
CERTIFIED FINANCIAL PLANNER®
Dartmouth College, A.B., Economics
University of Pennsylvania – The Wharton School, M.B.A. Finance
