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

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’” where I shared how women will likely drive more of the investment conversations as a result and how the finance industry will adapt.

if you’d like to learn more about how EP Wealth is addressing this shift, check out our “Investing in Women” initiative. If you have any additional questions feel free to contact me.


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.

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