Overview

Gender

female

Investor Type

Angel

Elizabeth, “Beth,” is responsible for leading business development, marketing and client experience for ImpactAssets. She brings more than 25 years of experience in financial services and has served as a volunteer and board member of several industry associations and non-profits.

Prior to joining ImpactAssets, Beth was Chief Marketing Officer for NestWise, a firm offering personal financial advice to middle class Americans; Executive Vice President for LPL Financial where she led Product and Platform development. She spent nearly 17 years with Charles Schwab, where she held several executive positions in marketing, business line management and product development. She has also held investment management and sales positions with Goldman Sachs and Scudder.

Beth has a BA in Economics from Middlebury College and an MBA from the Wharton School at the University of Pennsylvania. She serves as a mentor for Students Rising Above, a member of the Marketing Committee for East Meets West Foundation and Impact100, Sonoma.

Beth lives in San Francisco where she enjoys hiking and other outdoor activities.