Focus Areas
Liz will be working on account relationships with Fiduciary’s investment officers, as well as working with clients on various trust administration needs. She looks forward to incorporating her knowledge and expertise to best assist clients in accomplishing their family goals.
Experience
Prior to joining FTNE, Liz worked at Loring, Wolcott & Coolidge where she served as a Trust Advisor. Liz also served in various relationship management and trust and portfolio administration roles at Boston Financial Management, Cambridge Trust Company and Wellesley Investment Partners.
Personal
In her spare time, Liz enjoys visiting local museums and biking around the North Shore and Cape Cod. She is currently working through her goal of playing a round of golf in every US state!