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Elana Lieberman

Area of Expertise: Wealth management, ESG investing, financial planning

Web Site: www.elmadvisors.com

Email: elieberman@elmadvisors.com

Biography:

Prior to co-founding ELM Advisors, Elana Lieberman was a financial adviser at Smith Barney for seven years. Prior to that, she spent nearly five years in New York, working with institutional and private clients as both a securities analyst and portfolio manager at Sanford C. Bernstein & Co. Lieberman has also served as a senior business consultant with Wells Fargo Bank and as a research analyst with Investor Responsibility Research Center.

She’s just as proud of her recent work for Catholic Charities and Lenders for Community Development Micro-Lending Program, which makes loans to small businesses located in low-income neighborhoods. She earned a B.A. from Cornell University in 1988.

author Image Elana Lieberman co-founded ELM Advisors LLC, an independent investment advisory firm in Burlingame, California.

Recent Articles

  • The Next Generation of Socially Responsible Investing

    AAII JOURNAL ● PORTFOLIO STRATEGIES,SOCIALLY RESPONSIBLE INVESTING ● March 2017