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Elizabeth joined GMAG in June 2015.
As a Client Relationship Manager, Elizabeth is a direct point of contact and a key resource for our clients, addressing a variety of their needs. She prepares and distributes client reports and collaborates with the client service team to ensure our core values are constantly portrayed to consistently meet our clients’ needs. She is proud to be a team player and works closely with the client service team on a daily basis to ensure all clients have the personalized GMAG experience.
Recently, she began working with GMAG’s new investment management technology provider, Addepar, ensuring that accurate and up to date financial information is available to our team and our clients. Elizabeth seeks to streamline the reporting process in order to enable GMAG to provide superior client experience.
Prior to joining GMAG, Elizabeth was the financial planner for a private wealth management firm on Long Island. Her key role was to prepare financial plans and reports for all client meetings and support the client service team.
Elizabeth attended C.W. Post, Long Island University, where she earned her Bachelor’s in Finance and a Master’s in Business Administration, both within five years.
In her free time, she enjoys traveling, spending time with loved ones, and keeps an active lifestyle by participating frequently in obstacle course races, such as Warrior Dash, Survival Race, and the Tough Mudder.