Liz Shamir has over 40 years of experience as an investment professional at progressive levels of responsibility. Her mission is to help clients build, grow, and protect their wealth. She started her planning practice in 2005 after having worked as an Equity Research Analyst. Liz’s has been a Chartered Financial Analyst since 2002. The CFA designation is widely regarded as one of the most rigorous investment credentials. Liz graduated from Cornell University with a Bachelor degree and from Columbia University with an MBA. Liz is on the board of Tikvah.