Liz joined Boston 128 Companies in 2022 with just over a decade’s experience in Wealth Management. In her role as Operations Manager, she oversees day to day operations while also servicing both new and established accounts.
Liz earned her MBA from Clark University and her Bachelor’s Degree in Operations Management from the University of Massachusetts at Dartmouth. She holds the designation of Chartered Retirement Planning Counselor (CRPC©), FINRA Series 7 and 66 licenses as well as her life insurance license with the state of Massachusetts. Prior to her tenure with Boston 128 Companies, Liz spent four years at UBS Financial Services preceded by five years at Morgan Stanley.
A Worcester native, Liz now lives in Boxborough, MA with her husband, Wes, two sons, Essex and Ryan, and five rescue dogs. In her free time, Liz enjoys getting lost in a captivating novel, boating on Lake Quinsigamond or playing board games with friends and family.