Liz has worked in the financial services industry since 1997, and she joined Adviser as part of its acquisition of Kobren Insight Management (KIM) in 2011. As a wealth adviser, she works directly with individual clients. Prior to joining KIM in 2004, she held the positions of vice president for Fisher Investments and regional vice president for Pioneer Investment Management. Liz was named to Forbes’ list of Top Women Wealth Advisors in 2023, 2022 and 2020. Liz is a graduate of Bates College and Phillips Academy Andover.
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