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“I believe that taking a holistic approach to your financial well-being paves the way to a life abundant in success, happiness and meaning. I have a deep background working with financial institutions and a strong desire to serve others with empathy and integrity. This combination gives me an ideal foundation to aid individuals and families in planning and achieving their life goals.”
Beth brings twenty-five years of institutional financial services experience in sales, research and operations to her role as Managing Director. Prior to Ratio Wealth Group, Beth worked as the Director of Investor Relations and Marketing for two different hedge fund advisors that were focused on the technology, media and telecom sectors in the public and private markets. Previously, she worked for Goldman Sachs as a Vice President in Institutional Equity Research Sales and in the Global Investment Research Technology Group. She also worked at Paine Webber (now UBS) in Investment Research and started her career in its Management Audit and Controls analyst program. In addition, Beth is a Certified Life Coach - she uses this training and passion to help clients identify core motivations, values and goals in their wealth management discussion. Beth received her Bachelor of Business Administration from the University of Texas at Austin.
Work: Life
Beth lives in San Francisco with her husband and three sons where she serves on the St. Vincent de Paul School Development Board. She is passionate about travel, theater and cheering on her boys.
