Lizzie provides comprehensive wealth management and financial planning services to high-net worth individuals and their families. Prior to joining Klingman & Associates in 2025, Lizzie spent more than a decade advising high net worth families at both UBS Private Wealth Management and Credit Suisse Private Bank.
Lizzie received her MBA from the Darden School of Business at the University of Virginia and her bachelor’s degree from Williams College. At Williams, she captained the Women’s Varsity Squash team and was a founding member of the Women’s Varsity Golf team.
Lizzie lives in New Canaan, Connecticut with her husband, Tom, and their children, Thomas and Eliza. In her free time, she enjoys golf, tennis, paddle, and traveling to new destinations.