our team
Elizabeth Cady, CFA
Wealth Advisor
Certifications
Chartered Financial Analyst (CFA)
Education

Middlebury College; Northwestern University

Financial Tip
Trust that your financial plan will guide you better than your emotions when navigating financial markets
With more than 25 years of financial service experience, Liz personalizes her approach by providing clients with integrated, objective wealth management strategies. Before joining EP Wealth Advisors, Liz spent 2 years with UBS Financial Services and 7 years at the JP Morgan Private Bank in Denver. She provided comprehensive wealth management advice to high net worth clients and was recognized in Barron's as a Colorado Top Financial Advisor. Prior to moving to Denver in 2006, Liz worked in Boston for 16 years. She advised clients in her role as Portfolio Manager at State Street Global Advisors. Liz began her investment career at Loomis Sayles after graduation from Middlebury College in Vermont. She earned her Chartered Financial Analyst designation and attended the American Bankers Association Graduate Trust School at Northwestern University. In her free time, Liz enjoys spending time with her family, including her 7 year old daughter Alexandra.

Articles by: Elizabeth Cady, CFA

Bankrate: Here’s who will benefit the most from the $59 trillion ‘Great Wealth Transfer’?

Bankrate: Here’s who will benefit the most from the $59 trillion ‘Great Wealth Transfer’?

Posted on December 22, 2018

When talking about the Baby Boomer generation, sometimes the ‘Great Wealth Transfer’ comes up in the conversation. People wonder how wealth management will change as the holders of massive amounts of wealth change. Bankrate’s Kelly Anne Smith quoted me in her article, “Here’s who will benefit the most from the $59 trillion ‘Great Wealth Transfer’”… Read more »

The Simple Dollar: Five Money Conversations to Have With Your Kids Before They Go To College

Posted on August 23, 2018

When talking with clients, we often arrive at the sensitive subject about teaching kids about the value of money. It’s especially hard now because it rarely is included in school curriculums. Mia Taylor of the Simple Dollar quoted me in her article on this subject called “Five Money Conversations to Have With Your Kids Before… Read more »