Years of Experience: 15
Years with Firm: 5
Liz Stone joined Ashfield in 2014 and is Client Service Manager. Liz is responsible for the oversight of daily client requests and transactions, recordkeeping, and supporting Ashfield’s portfolio management team in coordinating client communications and meetings. She works closely with the firms that custody client assets to ensure a successful client experience across organizations.
Previously, Liz held positions as Client Manager, Transitions Manager and Trust Administrator at Kaspick & Company – a TIAA-CREF subsidiary. Her investment career began in 2005 at Brown Brothers Harriman in Boston.
Liz earned her bachelor’s degree from Ohio Wesleyan University.