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. While at JP Morgan Private Bank, she provided comprehensive wealth management advice to high net worth clients and in 2009 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 has earned both her Chartered Financial Analyst and Certified Financial Planner™ 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 11 year old daughter Alexandra.
Middlebury College; Northwestern University