About the Principal

Elizabeth P. (Libby) Anderson began her investment career in 1987, and spent the following twelve years as an asset allocator, manager-of-managers, and securities analyst on behalf of large institutional and private investors, including the Princeton University endowment and several Forbes 400 families. Subsequently, she was for four years the Senior Director of the Family Wealth Group at Bernstein Investment Research & Management. She was also a Principal and Senior Vice President of that firm. A full CV is below.

In 2003, Ms. Anderson founded Beekman Wealth Advisory LLC, an independent wealth management consultancy, to provide customized investor education and portfolio management services to a select group of private investors, their families, and their advisors.

Ms. Anderson holds a BA from Georgetown University (Phi Beta Kappa, magna cum laude) and an MBA from the Harvard Business School, and also holds the CFA (Chartered Financial Analyst) and CTFA (Certified Trust and Financial Advisor) designations. She can be reached at anderson@beekmanwealth.com, 212/319-2766 (phone), and 917/591-1247 (fax). You can also contact Ms. Anderson directly.

Since 2003

Principal, Beekman Wealth Advisory, LLC

1999 – 2002

Senior Vice President and Principal, Alliance Bernstein

1995 – 1999

Chief Investment Officer, Kisco Management (family office of a Forbes 400 family)

1993 – 1995

Vice President, Princeton University Investment Company

1987 – 1993

Pension investment staffs, Unisys Corp. and Scott Paper Company

During the five years between her undergraduate and graduate schooling, Ms. Anderson worked in commercial banking, primarily as a credit analyst.

The Search for Great Investors (speech to the New York Society of Securities Analysts)
A Primer on Behavioral Finance, Advanced Asset Allocation, and Trust-Specific Investing  (training courses for the American Bankers Association)

Hedge Fund Facts and Fallacies (research report)

Almost Everything You Always Wanted to Know about Alternative Assets (speech for the American Bankers’ Association Private Wealth Management School, Duke University)

A Few Words on Money Manager Selection (custom investor education for the adult children of a Forbes 400 family)

Hedge Fund Myths and Realities (research report published by Bernstein Investment Research & Management)

Income versus Wealth: Making the Trade-Off (speech to the Fiduciary Income section of the American Bar Association)

Reducing Concentrated Exposure to Employer Stock (article published by The CPA Journal)