Elizabeth Wolfe

Experience and education

Elizabeth is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. She acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and plan issues as they arise. Elizabeth may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Elizabeth held consecutive roles at AndCo Consulting, where she began her career as public equity research associate. While there, she later transitioned to the private equity research analyst position.

Elizabeth holds a bachelor’s degree in finance from Marquette University.

Personal interests

Away from the office, Elizabeth enjoys exploring the brewery scene in St. Louis with her fiancé, coaching Girls on the Run, skiing and running.