Liz R. Cillo
Director of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Liz joined BBR Partners in 2018 and is a Director of Portfolio & Wealth Advisory. She works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
Prior to joining BBR, Liz was a Senior Client Relationship Specialist at Capital Group working with high-net-worth individuals, families and foundations. Prior to Capital Group, she was a Client Service Manager at Lord Abbett.
Liz holds a BS in Finance and a minor in Management Information Systems from the University of Delaware.
Outside of the office, Liz enjoys traveling, staying active, and spending time with her family.