Eliza Leach
Managing Director
- Shareholder
Eliza Leach is a Managing Director and shareholder at Pathstone. Eliza serves as a trusted advisor to entrepreneurs and executives and helps provide effective solutions to meet clients’ unique financial and personal objectives.
Eliza provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Eliza joins Pathstone from Crestone Capital. Prior to Crestone, Eliza was a private wealth advisor at Goldman Sachs & Co. in New York, New York. In this role, she worked with high net worth individuals, families, and foundations in the areas of portfolio construction, tax planning, risk management, and investments across all asset classes.
Eliza received her Bachelor of Science in Biology and Art from Williams College. She serves on the board of Bridge House, a non-profit in Boulder, CO, helping to enable the homeless.
Eliza lives in Boulder with her husband Dave, their three children, and their dog. She enjoys spending time with her family, being outdoors, and all things art-related.
Group
Offices
Eliza Leach is a Managing Director and shareholder at Pathstone. Eliza serves as a trusted advisor to entrepreneurs and executives and helps provide effective solutions to meet clients’ unique financial and personal objectives.
Eliza provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Eliza joins Pathstone from Crestone Capital. Prior to Crestone, Eliza was a private wealth advisor at Goldman Sachs & Co. in New York, New York. In this role, she worked with high net worth individuals, families, and foundations in the areas of portfolio construction, tax planning, risk management, and investments across all asset classes.
Eliza received her Bachelor of Science in Biology and Art from Williams College. She serves on the board of Bridge House, a non-profit in Boulder, CO, helping to enable the homeless.
Eliza lives in Boulder with her husband Dave, their three children, and their dog. She enjoys spending time with her family, being outdoors, and all things art-related.
