Liz has worked in the financial services industry since 1997. She joined RWA Wealth Partners as part of its acquisition of Kobren Insight Management (KIM) in 2011. As a wealth advisor, 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 2020. Liz is a graduate of Bates College and Phillips Academy Andover.
*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.
