Elise A. Wood
Senior Associate, Client Services
Elise manages multiple aspects of our client accounts including setup, reconciliation, and maintenance, and serves as a primary point of contact with third-party custodians. She also handles various aspects of our SEC compliance.
Elise brings extensive experience in the independent investment advisory business, most recently serving as a client service representative with The Milestone Group. A native of Ohio, Elise earned her BS from the College of Charleston.email@example.com