Executive Director, Shareholder, Client Advisory
As part of Client Advisory, Eliza also conducts market research and works with Crestone clients to ensure their wealth management needs are met.
Prior to joining Crestone in 2014, Eliza was a Private Wealth Advisor at Goldman Sachs & Co. in New York, New York. While there, Eliza worked with high-net-worth individuals, families and foundations in the areas of portfolio construction, tax planning, risk management, and investments across all asset classes.
Eliza received her Bachelor of Science in biology and art from Williams College. She is a FINRA Registered Representative holding Series 7, 3, and 66 licenses.
Eliza serves on the board of the Boulder Contemporary Museum of Art (“BMoCA”) and has been a board member since 2017.