Denver, Colorado

Elizabeth Cady

Wealth Advisor
Education &

Chartered Financial Analyst (CFA)

Middlebury College; Northwestern University

Financial Tip

Trust that your financial plan will guide you better than your emotions when navigating financial markets

About Elizabeth
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 9 year old daughter Alexandra.
Elizabeth's Wealth Management Team:

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Kelly Alameddin

Client Service Administrator

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Linda Ginder

Financial Planner

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Gennifer Takacs

Associate Portfolio Manager

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Jon Moore

Regional Director
Latest Posts by Elizabeth Cady, CFA
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