Managing Director, Senior Investment Advisor
Elizabeth assists the Green Square team in the daily management of client relationships. Working alongside the fixed income and equity traders on rebalancing and trading client accounts, she also coordinates with CPAs and other outside advisors on tax-related issues for clients. Elizabeth maintains and implements client budgets and bookkeeping, in addition to assisting with the management of special projects for clients. She first came to Green Square as an intern while attending Rhodes College. Prior to rejoining Green Square in 2012, she worked for SunTrust Robinson Humphrey as a Fixed Income Sales & Strategies Analyst in the Debt Capital Markets division. Elizabeth received her Bachelor of Business Administration degree, cum laude, from Rhodes College. She holds the Series 7, 63, and 65 licenses.