Principal and Operations Manager
“As operations manager, my task is the pursuit of perfection.”
- B.A. Loyola Marymount University
Elizabeth (Liz) has nearly 20 years professional experience in investment advisor operations. After earning her bachelor's degree from Loyola Marymount University in 1996, she was faced with a decision between pursuing a career in the U.S. or returning home to Indonesia. She accepted an operations officer position at Pacific Income Advisers in Santa Monica, and over the ensuing four years, learned the industry and fell in love with her job. As a perfectionist, she enjoys solving problems and analyzing portfolio accounting and taxation, although we do not provide tax advice.
In 2001, Liz married and moved to the Bay Area, where her husband, an aeronautical engineer, had grown up. Liz joined BTR in 2002 as operations manager and in 2006 she became a Principal of the firm. In particular, Liz values the intelligence, ethics, and good character of her colleagues.
Outside of the office, Liz enjoys playing the piano and singing with her young son. On the weekends, she explores, hikes, and bicycles with her family.