Elizabeth is a Portfolio Administrator with 1919 Investment Counsel, LLC, serving as a liaison with custodians and managing all aspects of client service and operations. Additionally, she is a key member of the financial planning team. Elizabeth has more than 15 years of financial service experience.
Before joining 1919 Investment Counsel, 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.
Elizabeth received her BS from San Francisco State University in California.
Elizabeth is married and has two boys. She enjoys spending time with her family, as well as baking bread and pastries.