Elizabeth K. Polster

Research Analyst

Roseline Capitol Advisors
PHONE: 804.545.7454

EMAIL: epolster@theroselinegroup.com

ROLE: To perform qualitative and quantitative research necessary to support investment decisions that impact client portfolios, as well as to prepare client presentation materials.

MY CLIENT IMPACT: My role allows me to assist the investment advisors in responding to each client’s unique and individual needs, and to provide them with research they can use to make investment decisions.

PERSONALITY: Studious, quiet, curious and self-motivated.

PERSONAL PASSIONS: Community activism, volunteer work, reading and learning.

CREDENTIALS / EXPERIENCE: 4+ years working in financial management, quantitative research, data analysis, asset allocation and client relations.

EDUCATION: Bachelor of Arts in Economics from The College of William & Mary