Elizabeth Cody

Elizabeth Cody's picture

Elizabeth Cody, CFP®

Senior Wealth Manager

(650) 854-9150

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Liz has over 28 years of experience addressing the needs of high net worth individuals and their families by advising them on their wealth management plans. Her expertise spans partnering successfully with clients ranging from multi-generational families to C-level executives. She brings depth and breadth of experience in coordinating the many important moving pieces and professional team members surrounding her clients.

Liz began her career as an Assistant Client Advisor at Bessemer Trust’s New York office and over the years was relocated to their Chicago, Los Angeles and San Francisco offices where she actively managed client relationships and participated in the growth of these offices. She earned her B.A. in Economics and French from Bucknell Univeristy. Liz has held the Series 7 and 63 and is a CFP® certificant. She currently serves as a member of the Board of Trustees for the Mills-Peninsula Hospital Foundation. Mills-Peninsula Hospital Foundation is a steward of philanthropy for the Hospital, funding the equipment, facility improvements, nursing education and programs designed to enhance patient comfort and safety beyond the reach of the hospital’s normal operating budget.