Liz joined Boston Harbor Wealth Advisors in 2022 as the Director of Finance. She plays a crucial role on our team due to her broad set of responsibilities. For example, she manages day-to-day financials, such as payroll and expense management, while overseeing high-level data analysis to identify efficiencies and opportunities. Liz also analyzes forecasting reports and identifies risks and opportunities for our executive team while ensuring adherence to financial laws and guidelines.

The approach Liz takes is focused on excellence in client service. She possesses a combination of technical expertise and a high degree of empathy, which has served as a helpful combination in her career. Her strengths in finance and accounting, combined with her unique ability to quickly make connections, allow her to impact our organization positively and work collaboratively with others.

Before joining our team, Liz gained extensive and valuable experience that she applies to her current role. She began her career as an Associate – Lead Specialist with Goldman Sachs before becoming self-employed as a Performance Coach, where she offered various workshops, lectures, and webinars to help people improve their performance and achieve their goals. Most recently, Liz was the Finance Director with Sunbridge Institute, where she held a role similar to her position with Boston Harbor. Liz earned a Bachelor of Business Administration in Finance with a concentration in Accounting from Pace University, Lubin School of Business in New York. She also completed the coursework for the CPA requirements from SUNY Plattsburg.