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Elizabeth Shea




    Client Service Team

    Investment Advisory





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    As a Director, Liz works with Pathstone’s Chairman John LaPann and other Managing Directors, as well as holding primary responsibility for her own clients.  Elizabeth works directly with these clients on all of their investment and financial planning issues.  She brings to this role the broad perspective gained from 17 years of varied wealth management experience.  Prior to joining the firm, she was a portfolio manager/research analyst for Loring, Wolcott & Coolidge Trust, a Fixed Income Research Associate and a Senior Financial Analyst with Wellington Management Company, as well as an Operations Department Manager for GWK Investments.

    Liz earned her MBA in Finance at Boston College and her BA at the University of New Hampshire and  holds the Chartered Financial Analyst® designation.  Liz coaches youth soccer teams where she lives in Somerville and is also on the town youth soccer board.  Additionally she volunteers for Horizons for Homeless Children and serves on the Executive Committee of America SCORES Boston, an after-school program for urban students that teaches soccer, creative writing, financial literacy and service learning.  She co-chairs the largest revenue fundraiser for SCORES, a charity adult soccer tournament held annually at Gillette Stadium.