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. She 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. Â 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.
Contact Details
One Boston Place
201 Washington Street, 11th Floor
Boston, MA 02108
617.723.8200