Elizabeth (“Liz”) Kesselman is a partner and senior wealth advisor at RWA Wealth Partners. She has more than 25 years of financial services experience focusing on individuals, multigenerational families, foundations and retirement plans, and she offers expertise in the area of equity compensation. In her role, she meets with current and potential clients to discuss investment philosophy and process; develops and implements her clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. Liz and her team work closely with our investment team, tax professionals and estate planners to provide clients with a comprehensive and seamless experience.
Prior to joining RWA Wealth Partners in 2004, she served as vice president at Fisher Investments, where she provided tailored financial solutions to clients. Additionally, she held the role of regional vice president at Pioneer Investment Management, working directly with clients to meet their financial needs.
Liz earned her B.A. from Bates College and attended Phillips Academy Andover. She holds the Equity Compensation Associate (ECA) designation and was named to Forbes’ list of Top Women Wealth Advisors in 2020 and Forbes’ Top Women Wealth Advisors Best-In-State in 2022, 2023 and 2024.*
She lives in Southborough, MA, with her husband and son and is an active member of the Southborough Cultural Arts Council.
*The Forbes Top Woman Wealth Advisors and The Forbes’ Top Women Wealth Advisors Best-In-State selection process was conducted by SHOOK Research. A fee was not paid to be placed on these lists. The awards do not consider portfolio performance and does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
