Principal and Vice President of Operations
“As operations manager, my task is the pursuit of perfection.”
- B.A. Loyola Marymount University
Elizabeth (Liz) has over 20 years professional experience in investment advisor operations and is a profound perfectionist. Liz joined BTR in 2002 as operations manager, and in 2006 she became a Principal of the firm. Liz is responsible for client performance reporting and overseeing our portfolio accounting system. She interfaces directly with our clients on tax reporting and other issues. Her tech-savvy approach to operations helps us streamline, accelerate, and automate processes and policies so we can provide better reporting outcomes to our clients.
Prior to joining BTR, Liz began her career in 1996 as an operations officer for Pacific Income Advisers (PIA). Liz was responsible for high net worth, and institutional clients’ back-office functions.
Outside of the office, Liz enjoys playing the piano and singing with her two young children. On the weekends Liz and husband enjoy hiking and riding bicycles with their children.