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. 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.
Articles
How can private equity and venture capital partners and executives control liquidity risk?
The fast-paced and demanding private equity and venture capital industries can provide opportunity for significant wealth accumulation to partners and executives. Compensation packages typically consist of salary or guaranteed payments, bonuses and, most importantly, a share of fund-carried interest. Managing this complex compensation structure brings a unique set of challenges to these individuals and may […]
By Elisabeth Talbot
Jul 30, 2019What are some wealth-management issues and strategies for executives at early-stage companies?
Corporate executives employed by privately held start-up companies face complex wealth-management challenges. Like their peers employed by publicly traded companies, executives at early-stage companies typically receive compensation packages that include a mix of salary, bonus and equity-based compensation. Yet, while salary and bonus levels at pre-IPO companies need to be competitive enough to attract talent, […]