Liz has worked in the financial services industry since 1997, and she joined Adviser Investments as part of its acquisition of Kobren Insight Management (KIM) in 2011. As a portfolio executive, 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 2022 and 2020, and in 2021, she was honored in Boston magazine for the 10th time as a Five Star Wealth Manager. Liz is a graduate of Bates College and Phillips Academy Andover.
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