In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portionread more
Elizabeth Cody discovered her passion in the early days of her career: She loves helping people do what they want with their lives and overcome challenges. In fact, the bigger the challenge, the better, which is why she’s a great Wealth Manager.
Liz brings over 30 years experience helping high net worth individuals and families navigate the complexities of life and pursue their own passions to her work at Sand Hill. She has worked with a wide range of clients, from multi-generational families to C-level executives on everything from educational investment to estate planning. A people person at heart, Liz specializes in guiding clients through stressful situations and events, connecting them with the people and resources they need, and working closely with their extended professional team to help them reach their goals. Her flexibility and depth of experience make her a truly trusted advisor.
Outside of work Liz loves to entertain, throwing dinner parties and welcoming friends into her home. She enjoys cooking, exercising, reading, and traveling, taking frequent trips to visit her family on the Jersey shore or to Hawaii and Europe with her husband. Liz is on the Board of Trustees for the Mills-Peninsula Hospital Foundation and serves as host of the annual luncheon to raise money for women in need—another challenge she is happy to rise to.