Elisabeth Talbot, CFA, CPA

Managing Director, Senior Wealth Advisor

Boston, MA | Hingham, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Estate Planning

Client Specialty

Executives
Private Equity and Venture Capital Partners

Recognitions

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.

Published Insights

Seeking Alternative Sources of Income- Webinar Recording

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...

Get Serious About Recruiting Women Advisors

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...