Elizabeth joined the firm as Director of Business Development in 2016; she leads the firm’s marketing efforts, conducts strategic planning and oversees special projects aiming to support firm development and best practices. She leverages a background in business development and product management for institutional investment firms, having worked at Wellington Management in Boston and at Rice Hall James in San Diego.
A recent transplant to Virginia Beach, Elizabeth was born and raised in Mississippi. She earned bachelors’ degrees in Journalism and Political Science from Boston University, and has passed Level I of the Chartered Financial Analyst exam series. She spends her free time at the gym and chasing around the two dogs she and her husband adopted from local rescue organizations.