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Elizabeth serves as the firm’s Director of Fixed Income investments and research. She is responsible for managing and trading the firm’s fixed income securities, including municipal, corporate, and treasury securities, and actively researches credit quality, pricing, duration, and the interest rate cycle. Additionally, when adding or removing a security from a portfolio, Elizabeth considers each client’s unique circumstance – such as tax implications, risk tolerance, and social restrictions.
A mainstay within the firm since 1998, Elizabeth is involved in almost every aspect of the firm, including daily client communication and problem-solving. She is a member of Main Street’s Investment Policy Committee. Elizabeth graduated cum laude from Sonoma State University with a Bachelor of Science in Business Administration and holds a Series 65 securities license.
Outside the office, she enjoys spending time outdoors, hiking, swimming, gardening, or just soaking up the sun with her family and friends. Elizabeth is based at our headquarters in Sausalito, CA.