Elizabeth Ostrander,

CFA®

Intelligent Edge Advisors LLC

Elizabeth Ostrander, CFA®, senior vice president and director of business development, Intelligent Edge Advisors, works exclusively with financial advisors to plan, structure, and execute liquidity events for their clients.  Ms. Ostrander works with independent broker/dealers, custodians, banks, and wealth management firms to make Intelligent Edge’s service offering available to financial advisors so they can monetize the concentrated wealth of their private clients in a tax efficient manner.  The author of numerous articles on the tax-efficient monetization of privately owned businesses and commercial and investment real estate, she is frequently interviewed by major national publications on this specialized discipline.