As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is responsible for working with clients to reach their unique financial objectives. With a long history in Portfolio Operations for the firm, she still works closely with each wealth manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and equity trading operations. Elizabeth graduated cum laude from the University of Rochester with a B.S. in Chemical Engineering.
Outside of work, Elizabeth enjoys traveling, renovating her new home and training her new puppy Cisco with her husband, and participating in the Rochester Paddle Tennis League.
“If I could have any talent in the world, or instantly become an expert in something, I would love to be bilingual and fluent in Spanish.”