Elizabeth is a Senior Portfolio Administrator at 1919 Investment Counsel. In her role, Elizabeth works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning. Additionally, she is a key member of the financial planning team.

Prior to joining the firm, Elizabeth was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates’ wealth management team, she was with Howe Barnes Hoefer & Arnett. Before that, she was an Investment Associate at Deutsche Bank’s Private Wealth Management division, formerly Scudder Private Investment Counsel. She began her career as a Financial Planning Analyst at American Express Financial Advisors, where she created financial plans and investment strategies for clients.

In her spare time, Elizabeth and her family love to travel internationally and stay active – hiking the nearby ridge and biking the local trails with her husband and children. She enjoys visiting a new restaurant and trying recipes featured on Food Network. She also volunteers at her children’s schools.

Elizabeth earned her B.S. from San Francisco State University in California.