Elizabeth is a principal and consultant at Innovest Portfolio Solutions. She manages the relationships between service providers and plan sponsors, as well as provides ongoing vendor management for Innovest’s clients. Elizabeth is also a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. At Innovest Elizabeth provides consulting services to committees, boards, and individuals. She also leads many special projects for our retirement plan clients including request for proposals for clients, evaluating and benchmarking plans and their service providers.
She holds an Accredited Investment Fiduciary (AIF®) designation from the University of Pittsburgh, Joseph M. Katz Graduate School of Business. Elizabeth has also earned the Qualified Plan Financial Consultant designation from ASPPA, a designation which demonstrates her expertise advising and supporting qualified retirement plans.
Prior to joining Innovest, Elizabeth was a CPA at Deloitte, formerly Touche Ross. Additionally, she spent 12 years in real estate investment management with JMB Institutional Reality Corp., and subsequently Heitman Financial. She was a portfolio manager responsible for coordinating financing, leasing, marketing and property management for each property in three commingled private equity funds. She graduated from the University of Iowa with a Bachelor of Business Administration majoring in accounting.
Elizabeth, her husband and three sons spent more than four years living in Tokyo, Japan. As a result, they developed a love of travel. Elizabeth also enjoys spending time with her family, cooking, and outdoor activities.