Manager of Tax Administration & Client Service Associate
Elizabeth is a Manager of Tax Administration & Client Service Associate at the Colony Group. She supports a team of wealth management professionals, helping to implement and administer the comprehensive financial plans created for clients of The Colony Group. She is also responsible in assisting with the tax income return process.
Elizabeth attended the University of Massachusetts – Amherst where she studied Computational Linguistics. In her spare time Elizabeth enjoys traveling and racing sailboats. She currently sits on the Young Professional and Gala Committee boards for the Massachusetts & Rhode Island chapter of the Make-A-Wish Foundation and teaches English and writing as part of her volunteer efforts with Rosie’s Place, a shelter whose mission is to provide a safe and nurturing environment that helps poor and homeless women maintain their dignity, seek opportunity and find security in their lives.