About Beth
Elizabeth focuses on providing accounting, tax, and family office support to high-net-worth and ultra-high-net-worth individuals and families. She joined Focus Partners Wealth in 2026, following her time working for Kovitz. Elizabeth has more than 35 years of experience in the financial services industry, having previously worked with GCM Grosvenor and at the Perlman Family Office.
Elizabeth lives in the Chicago area with her husband Jeff and two children, John and Emilie. In her spare time Elizabeth enjoys exercising and spending time outside with her children and dogs.
Education and Professional Milestones
-Old Dominion University – bachelor’s degree in finance
-DePaul University – master’s degree in accounting
-Is licensed with FINRA under Series 7 and Series 27
Elizabeth focuses on providing accounting, tax, and family office support to high-net-worth and ultra-high-net-worth individuals and families. She joined Focus Partners Wealth in 2026, following her time working for Kovitz. Elizabeth has more than 35 years of experience in the financial services industry, having previously worked with GCM Grosvenor and at the Perlman Family Office.
Elizabeth lives in the Chicago area with her husband Jeff and two children, John and Emilie. In her spare time Elizabeth enjoys exercising and spending time outside with her children and dogs.
Education and Professional Milestones
-Old Dominion University – bachelor’s degree in finance
-DePaul University – master’s degree in accounting
-Is licensed with FINRA under Series 7 and Series 27