Beth Landers

Experience and education

Beth develops and administers research processes, monitors recommended managers and strategies and sources new ideas to fulfill client needs. She is responsible for coordinating special projects and organizing workflows for sourcing initiatives, tasks and deadlines. In addition, she conducts ad hoc research and creates bespoke client deliverables to support advisors’ needs.

Prior to joining the firm, Beth was an analyst at Cardinal Investment Advisors. While there, she supported institutional clients and conducted due diligence on non-U.S. equities, custody services and investment accounting providers. Before that, she served as director of network operations at Northwestern Mutual, where she supported high-net-worth clients while leading training and development for financial advisors and overseeing office operations.

Beth holds a bachelor’s degree in business administration from the University of Illinois.

Personal interests

Away from the office, Beth enjoys gardening and spending time outdoors, often accompanied by her Great Dane.