Elizabeth Dawson

Libby is a Partner in the San Francisco office. She has more than twenty years of experience in financial services, advising clients on a variety of financial planning and wealth management issues, with a focus on cross-border planning. Her specialized knowledge, combined with her personal experience living abroad, enables Libby to evaluate personalized options that help clients maximize the joys of a cross-border lifestyle.
Libby has been volunteering with Wings for Widows for the past year, helping recently widowed people with any of their financial needs, from debt management to investment management.
Prior to joining Cerity Partners, Libby was a Wealth Advisor with Worldview Wealth Advisors, providing holistic savings, investment, insurance, tax planning, retirement planning, and estate planning advice to clients whose lives were complicated by cross-border situations. Her earlier experience was across a range of client-serving roles, specifically in asset management. She was President of an investment firm focusing on small-cap investing for high-net-worth individuals and served as a Senior Vice President for Putnam Investments, working with defined contribution plans.