Liz Wu is the Managing Director of Financial Operations at Vernal Point Advisors. She handles all operational tasks necessary to implement and maintain client investments, assists with portfolio reporting, executes security transactions and cashiering requests, and supports clients in all other administrative matters.
Prior to joining Vernal Point, Liz worked in Investment Operations at Aspiriant, collaborating closely with over 60 households and their Wealth Managers. She also helped manage the internal trading platform and innovate operational workflows for greater efficiency. Liz began her career in the financial services industry over 10 years ago as an independent advisor to individual and small business clients. Liz worked with clients to develop comprehensive financial plans, addressing areas such as concentrated stock positions, tax efficiency, and retirement and estate planning strategies. Over time, she shifted her focus to operations, where she could help effectively execute complex plans and transactions.
Liz received her B.A. in Economics from UC Berkeley and is a Certified Financial Planner.