About Us

CLiz_imagelaremont Consulting LLC was founded by Liz Steinbugler in 2013 to provide investment management and consulting services to individual clients. Liz has 30 years of experience in financial planning, asset management, and investment consulting. She spent the early part of her career in the Personal Financial Planning Division of E.F. Hutton, providing investment advice, income and estate tax planning services, and retirement planning solutions to individual investors. Liz has also worked in investment planning and management at Merrill Lynch and D.E. Shaw.  Most recently she spent 15 years with Summit Private Investments, Inc., an investment consulting firm specializing in alternative assets. Liz received her BA in Government from Georgetown University and her MBA in Management from Boston College. She is a Certified Financial Planner.

“Simple, genuine goodness is the best capital to found the business of this life upon.” Louisa May Alcott


Home   About Us    Why Claremont Consulting   Contact Us

Posted March 25, 2013 by admin