Elizabeth has 9 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+ high net worth investment clients. Additionally, Elizabeth has served as a Senior Client Service Associate in both Merrill Lynch and Morgan Stanley’s Wealth Management Groups.
Since getting her start in the industry in 2008, Elizabeth has experienced the evolution of the Investment Advisory business first-hand and understands how valuable the combination of technology and proper asset management can be. However, she recognized that there was 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 licenses 7, 66.