Managing Director, Shareholder, Client Advisory
As a managing director of client advisory and shareholder of Crestone Capital, Eliza serves as a trusted advisor to entrepreneurs and executives and helps provide the best solutions to meet clients’ unique financial and personal objectives.
Eliza provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Prior to joining Crestone, Eliza was a private wealth advisor at Goldman Sachs & Co. in New York, New York. In this role, she 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.
Eliza serves on the Crestone Impact Committee.
Apart from Crestone, Eliza serves as chair of the board of the Boulder Museum of Contemporary Art (“BMoCA”) and has been a board member since 2017. Eliza lives in Boulder with her husband Dave, their three children, and their dog.