If you hold qualified small business stock (QSBS) and are thinking of starting or investing in a new venture, consider rolling your capital gain associated
Certifications:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Education:
BA in Economics and French, Bucknell University
Experience:
Over 30 years of Wealth Management experience
Senior Client Advisor - Bessemer Trust in New York, Chicago, Los Angeles, and San Francisco
Elizabeth Cody discovered her passion in the early days of her career: She loves helping people do what they want with their lives and overcome challenges. In fact, the bigger the challenge, the better, which is why she’s a great Wealth Manager.
Liz brings over 30 years experience helping high net worth individuals and families navigate the complexities of life and pursue their own passions to her work at Sand Hill. She has worked with a wide range of clients, from multi-generational families to C-level executives on everything from educational investment to estate planning. A people person at heart, Liz specializes in guiding clients through stressful situations and events, connecting them with the people and resources they need, and working closely with their extended professional team to help them reach their goals. Her flexibility and depth of experience make her a truly trusted advisor.
Outside of work Liz loves to entertain, throwing dinner parties and welcoming friends into her home. She enjoys cooking, exercising, reading, and traveling, taking frequent trips to visit her family on the Jersey shore or to Hawaii and Europe with her husband. Liz is a former board member on the Board of Trustees for the Mills-Peninsula Hospital Foundation and serves as host of the annual luncheon to raise money for women in need—another challenge she is happy to rise to.
