Prior to joining CoastalOne, Elizabeth was a Managing Director and Partner with Qualis Capital LLC. As one of the original partners, she was instrumental in building the company from the ground up and ultimately responsible for raising capital, focusing on client adoption of platform usage. Prior to that, Elizabeth was a Director of Capital Development with Virtus Real Estate Capital where she was responsible for managing and expanding new and existing relationships within the Registered Investment Advisor, Family Office, and Broker-Dealer channels in the Central US.
Elizabeth has over 16 years of experience in financial services. Elizabeth has also held roles with Fidelity Institutional Wealth Services, Charles Schwab Advisor Services, and Ameriprise Financial.
Elizabeth received her B.S. in Economics from Florida State University. She holds the Series 7, 66 and 9/10 licenses.