Executive Director Banker
As a Banker, Liz oversees client relationships, providing strategic advice to individuals, families, and nonprofit organizations. She facilitates access to the firm’s internal resources and provides holistic advice across a range of solutions, including: investments, credit, banking, pre-transaction planning, estate planning, and charitable giving.
Liz formerly worked at Lehman Brothers and Barclays in New York where she gained international business experience as the Controller of the Firm’s Canadian business, helping to optimize the capital structure and expand the Investment Banking and Equity Trading platforms in Toronto. In addition, she served as a Deal Controller for the Structured Capital Markets desk, managing the accounting, tax, and regulatory reporting requirements for several complex structures.
Liz earned her MBA from the University of Virginia Darden School and degrees in Business and English Literature from Franklin & Marshall College. In addition to serving on The Children’s Inn’s board of directors and Finance Committee, she is a board member of The Family Tree in Baltimore. She lives in Chevy Chase, Maryland, with her husband and two daughters.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
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