Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Private Equity and Venture Capital Partners
Five Star Wealth Manager 2012, 2013, 2015-2020
Liz is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group. She has been with the firm since 1991 and serves as a lead in managing some of the firm’s key client relationships. Liz has extensive experience in financial planning for high net worth individuals and families; a wealth of knowledge on tax, estate, and retirement planning; and deep expertise in the areas of investment management and asset allocation. She holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.
Before joining the firm, Liz worked for the international accounting firm of Ernst & Young, LLP. She also is a former adjunct faculty member of Suffolk University, where she taught accounting, finance, and taxation in the undergraduate and MBA programs. Liz is a member of the CFA Institute and the Boston Security Analysts Society. She earned a Bachelor of Science from Boston College and Master of Science in Taxation from Bentley College.
Liz is the former President and Treasurer of the Board of Directors of Rosie’s Place, a Boston area non-profit organization.
Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...
As appeared in FinancialAdvisorsIQ For a client-centric practice, there is no more critical indicator of future success than the composition of its team. Thus, every advisory firm’s top priority...