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Elizabeth Ostrander, CFA

Elizabeth Ostrander is Managing Director and Head of Business Development at Intelligent Edge Advisors, an investment banking and capital markets firm that works exclusively with financial advisors to plan, structure and execute liquidity events for their clients who own privately-owned businesses, commercial real estate and/or highly appreciated positions in a single publicly-traded stock. Elizabeth works with independent broker-dealers, custodians, banks and wealth management firms to make Intelligent Edge’s service offering available to financial advisors and their clients. Elizabeth has authored numerous scholarly articles on various issues surrounding concentrated wealth, and frequently speaks on the topic. Elizabeth holds a B.A. from Boston College and is a CFA charterholder.

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