Head Product Manager - GAISER
Elizabeth joined Granite Springs in 2017 to spearhead their efforts to launch an automated advisory solution to better serve investors.
Elizabeth has almost 10 years of experience in the Financial Services industry. Prior to Granite Springs, she spent 3 years as a Financial Advisor at Personal Capital, directly overseeing $136M in assets for 400+ diverse investment clients. She has assisted clients in all phases of their life; from the accumulation phase to retirement. Additionally, Elizabeth has served as a Senior Client Service Associate in both Merrill Lynch and Morgan Stanley’s Wealth Management Groups, where she learned the skills necessary to help high net worth individuals achieve their financial goals.
Since getting her start in the industry in 2008, Elizabeth has experienced the evolution of the Financial Services business first-hand and understands how valuable the combination of technology and disciplined asset management can be. However, she recognized that there is still plenty of room for improvement in the automated advisory space, which is why she launched GAISER.
Elizabeth attended the University of Arizona and received a bachelor’s degree in Business Management. She currently resides in Summit, NJ with her husband and son. She holds FINRA license 66.