Elizabeth Shamir, CFA, CFP®
Liz Shamir, CFA, CFP® has over 30 years of experience as an investment professional at progressive levels of responsibility. Her mission is to help clients build, grow, and protect their wealth. Her comprehensive investment background includes work as an equity research analyst, financial planner, and financial consultant. Liz’s credentials include the CFA and CFP® designations, a Bachelor of Science degree from Cornell University and an MBA from Columbia University.