Elizabeth

Elizabeth "Liz" Burney

Consolidated Portfolio Review Corp.

Investment Advisory

Phone: 516-579-3900 Ext. 1027
E-mail:
 

Liz Burney is a seasoned veteran in the financial world. Prior to joining 3 Dimensional Wealth Advisory, she worked ten years with fixed income, domestic and international equities with Sanford Bernstein, HSBC Asset Management and Fisher, Francis, Trees & Watts.

She works as an Investment Coordinator and is responsible for meeting the ongoing service needs of 3 Dimensional Wealth’s clients. In addition to her valuable contribution of administrative work for Consolidated Portfolio Review, her breadth of experience makes her highly qualified to support the Structured Capital Designs financial planning process as she continues to support the Plan Sponsors and Plan Participants of the 401k and 403b plans.

Liz is a graduate of Franklin & Marshall; While working full time she earned her Masters of Business Administration in Finance from the NYU Stern School of Business.

Outside of work, Liz is a mother of two boys and an active volunteer within her church and her community.