Elizabeth K. Polster
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 provides the potential to uniquely and individually respond to client needs, and to provide insight they might not find elsewhere.
PERSONALITY: Studious, quiet, curious, and self-motivated.
PERSONAL PASSIONS: Community activism, volunteer work, reading, and learning.
CREDENTIALS / EXPERIENCE: Education and previous work experience in financial management, quantitative research, data analysis, asset allocation, and client relations.
EDUCATION: Bachelor of Arts degree in Economics from The College of William & Mary