As part of the Estate and Financial Planning Team, Liz serves as both a Relationship Manager and Trust Administrator. Liz works alongside the Wealth Managers and the Client Service Team to manage all aspects of trust administration for Boston Financial Management’s client base. She also is a member of BFM’S Fiduciary Committee and oversees daily client account maintenance and operational support.

Liz’s experience includes Portfolio Administrator at Cambridge Trust Company and Senior Client Service Associate at Wellesley Investment Partners.

Liz graduated from the College of the Holy Cross with a Bachelor of Arts in Political Science and Religious Studies. She received her Juris Doctor from New England School of Law.

Personal Interests

Liz enjoys cycling and playing golf in her spare time.