To ensure an optimal and secure experience, please upgrade to the latest version of your browser.
VICE PRESIDENT, SENIOR INVESTMENT STRATEGIST
Prior to joining BNY Mellon in 2015, Liz was a Portfolio Analyst at Robert W. Baird responsible for manager due diligence for the firm’s discretionary model platform and its network of 800 Financial Advisors. In that role, she worked closely with Advisors to position products in portfolios and serve as the asset class expert on Small-Cap, Emerging Markets and Global equity products. Prior to that, Liz served as a Research Analyst at BMO Global Asset Management where she performed economic and market research for the firm’s Chief Market Strategist and Investment Strategy Committee. She also has experience working in the trust department of a regional bank, which encompassed a variety of product lines and client types. Liz has an MBA from Marquette University and a BBA in Finance and Marketing from the University of Wisconsin-Milwaukee, is a CFA charterholder, member of CFA Institute and the New York Society of Security Analysts, and has 11 years of industry experience.