Liza Carey
Private Wealth Manager
- Role
- Private Wealth Manager, Vice President at Merrill Lynch
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
About Liza Carey
Liza Carey is a Private Wealth Manager for the Erdmann Group within Merrill Private Wealth Management. Liza works closely with families to create personalized wealth strategies that support their goals and objectives. Prior to joining the Erdmann Group, Liza spent her career developing and delivering customized investment strategies for high-net-worth individuals, endowments and foundations in both Bank of America and Morgan Stanley\'s Chief Investment Offices. She is skilled in working with clients to effectively and thoughtfully develop customized portfolios, applying quantitative and analytical skills to help them advance their long- and short-term investment goals. She has experience advising senior executives, entrepreneurs, and families on an array of financial decisions that impact their lives. Liza earned a bachelor\'s degree in Business and Finance from Elon University in North Carolina. She is a Chartered Financial Analyst® (CFA®) charterholder and a member of the New York Society of Security Analysts. Liza lives in Rowayton, CT and is involved in a number of local organizations including serving on the board of Open Doors in Norwalk, CT. She is an avid cyclist and skier and loves to travel the world.*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.
Experience
Private Wealth Manager, Vice President
Sep 2018 — Present
Education
Elon University
Bachelor's Degree
2006 — 2010
The Taft School
High School
2003 — 2006
Skills
- Investments
- Strategy
- Portfolio Management
- Analysis
- Strategic Planning
- Wealth Management
- Risk Management
- Due Diligence
- Series 7
- Financial Analysis
- Asset Allocation
- Microsoft Office
- Investment Strategies
- Investment Management
- Microsoft Excel
- Powerpoint
- Microsoft Powerpoint
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