As Principal at NewEdge Wealth, Liz works with UHNW individuals to provide a variety of services including pre-liquidity planning, portfolio construction, and asset allocation. In 2023, Liz was recognized by Forbes as one of America’s Top 100 Next-Gen Wealth Advisors and ranked #13 in NYC. Prior to joining NewEdge, Liz was a Senior Vice President, Private Wealth Advisor at Morgan Stanley where her team was ranked in Barron’s Top 100 Private Wealth Management Teams from 2018-2023.
Liz earned her bachelor’s degree from the University of Pennsylvania. While at Penn, she was a member of the women’s varsity lacrosse team for all four years. Originally from Summit, NJ, Liz now resides in New York City with her husband. She enjoys all things fitness (most recently skiing, pilates, and tennis) in addition to traveling and exploring new restaurants. Liz currently holds her Series 7, 63, 66, and Life Insurance licenses.
Honors & Accolades*
- Forbes/Shook rankings awarded in August 2023 based on March 31, 2023 data.
Registration Info:
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