Liz is the managing director of portfolio analysis at FLP, and oversees the portfolio analyst team. Liz works alongside the portfolio managers, investment advisors, and private client advisors to implement portfolio strategy in accordance with each client’s investment objectives while aligning client portfolios with the investment policies and investment strategy of FLP.
Prior to joining the firm, Liz worked as a trading and operations manager for Mariner Wealth Advisors and RR Advisory Group. She has over 12 years of experience within the industry. She was responsible for trading client portfolios, managing the CRM and reporting software integration and implementation, and streamlining operational processes.