Elizabeth Shea
CFA®
Managing Director
- Shareholder
As a Director of the firm, Liz has primary responsibility for a range of clients, advising and supporting them on an array of investment and financial planning issues as well as managing day-to-day client-related operations. Additionally, Liz collaborates on several other client relationship teams. She brings to this role the broad perspective gained during her 20 plus years of varied wealth management experience. Prior to joining the firm in 2016, Liz held positions at Federal Street Advisors (acquired by Pathstone in 2016), Loring, Wolcott & Coolidge Trust, Wellington Management Company, and GWK Investments.
Liz earned her MBA in Finance at Boston College, her BA at the University of New Hampshire, and holds the Chartered Financial Analyst® designation. Liz coaches youth soccer teams in Somerville, where she lives, and holds several positions on the town’s youth soccer board. She is also a Board Member and serves on the Scores Cup Committee and Governance Committee of Boston SCORES, the largest school-based after-school program in Boston that teaches soccer, creative writing, financial literacy, and service learning.
Liz is a past co-chair for the largest revenue fundraiser for Boston SCORES, a charity adult soccer tournament held annually at Gillette Stadium. Liz had also spent time volunteering for over ten teams as a PAL (Playspace Activity Leader) for Horizons for Homeless Children. In her spare time, she watches a lot of soccer and still tries to play.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Group
Certification
Office
As a Director of the firm, Liz has primary responsibility for a range of clients, advising and supporting them on an array of investment and financial planning issues as well as managing day-to-day client-related operations. Additionally, Liz collaborates on several other client relationship teams. She brings to this role the broad perspective gained during her 20 plus years of varied wealth management experience. Prior to joining the firm in 2016, Liz held positions at Federal Street Advisors (acquired by Pathstone in 2016), Loring, Wolcott & Coolidge Trust, Wellington Management Company, and GWK Investments.
Liz earned her MBA in Finance at Boston College, her BA at the University of New Hampshire, and holds the Chartered Financial Analyst® designation. Liz coaches youth soccer teams in Somerville, where she lives, and holds several positions on the town’s youth soccer board. She is also a Board Member and serves on the Scores Cup Committee and Governance Committee of Boston SCORES, the largest school-based after-school program in Boston that teaches soccer, creative writing, financial literacy, and service learning.
Liz is a past co-chair for the largest revenue fundraiser for Boston SCORES, a charity adult soccer tournament held annually at Gillette Stadium. Liz had also spent time volunteering for over ten teams as a PAL (Playspace Activity Leader) for Horizons for Homeless Children. In her spare time, she watches a lot of soccer and still tries to play.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
