Liz joined BBR Partners in 2018 and is a Vice President of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.;Prior to joining BBR, Liz was a Senior Client Relationship Specialist at Capital Group working with High-Net-Worth individuals, famil... (login for more professional bio)