Elisabeth Talbot, CFA, CPA

Managing Director, Senior Wealth Advisor

LinkedIn
Boston, MA | Hingham, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Estate Planning

Client Specialty

Executives
Private Equity and Venture Capital Partners

Recognitions

Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2012, 2013, 2015-2020, 2023)

Forbes Top Women Wealth Advisors Best-In-State (2023-2024)

Top Women Wealth Advisors Best-in-State by Forbes 2024

Liz is a Managing Director, Senior Wealth Advisor, and a Principal of The Colony Group. She has been with the firm since 1991 and serves as a lead in managing some of the firm’s key client relationships. Liz has extensive experience in financial planning for high net worth individuals and families; a wealth of knowledge on tax, estate, and retirement planning; and deep expertise in the areas of investment management and asset allocation. She holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.

Before joining the firm, Liz worked for the international accounting firm of Ernst & Young, LLP. She also is a former adjunct faculty member of Suffolk University, where she taught accounting, finance, and taxation in the undergraduate and MBA programs. Liz is a member of the CFA Institute and the Boston Security Analysts Society. She earned a Bachelor of Science from Boston College and Master of Science in Taxation from Bentley College.

Liz is the former President and Treasurer of the Board of Directors of Rosie’s Place, a Boston area non-profit organization.

Disclosures:

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.

Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.

 

 

Published Insights

In The News
“Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.”
January 4, 2023

The Colony Group's Liz Talbot was featured in Barron's article "Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice" discussing technology stocks. Read the full article here.

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Investment & Market Analysis
Investing Through Volatility – Webinar Recording
October 14, 2022

Sharp sell-offs in the bond and stock markets have contributed to recent and unique economic circumstances. With so much uncertainty around the globe, where should investors focus? Our investment...

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Wealth Management
Seeking Alternative Sources of Income- Webinar Recording
June 10, 2022

Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...

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Get Serious About Recruiting Women Advisors
July 24, 2014

As appeared in FinancialAdvisorsIQ For a client-centric practice, there is no more critical indicator of future success than the composition of its team. Thus, every advisory firm’s top priority...

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