Senior Vice President, Transition Services
Elizabeth is the Senior Vice President, Transition Services at Dynasty Financial Partners. In this role, she is responsible for onboarding existing RIA firms into the Dynasty Network and coordinating the early entrepreneurial journeys of breakaway advisors launching their own RIA firms across business formation, marketing, real estate, technology, compliance, and custodian services.
Prior to Dynasty, Elizabeth served as the Vice President, Client Advisor at Bessemer Trust, providing personalized investment and wealth planning advice to high-net-worth families. Previously, she worked as a Financial Solutions Advisor at Bank of America/Merrill Lynch.
Elizabeth earned her BA from the University of Virginia and MBA from INSEAD.