Elizabeth P. Anderson, CFAFounder, Managing Director

Select Prior Industry Experience

Kisco Management (a Forbes 400 family office)

Princeton University Endowment

Education

B.A. Georgetown University

M.B.A. Harvard Business School

Years of Experience

39

Ms. Anderson has been the Managing Director of Beekman Wealth Advisory, LLC since 2003. Previously, she had been the Chief Investment Officer for Kisco Management, the family office for a Forbes 400 family; a Vice President of the Princeton University Investment Company, which manages the Princeton University endowment; and an investment analyst on the staffs of two corporate pension funds.

Ms. Anderson graduated Magna Cum Laude and Phi Beta Kappa from Georgetown University’s School of Foreign Service in 1980. In 1987, she earned her MBA from the Harvard Business School.

Ms. Anderson holds the Chartered Financial Analyst designation.

Patty Zemlanicky, CPACFO, CCO

Prior Industry Experience

J.H. Whitney

Daimler Chrysler

KPMG

Education

B.B.A. Pace University

M.B.A. Pace University

Years of Experience

26

Ms. Zemlanicky joined Beekman Wealth Advisory, LLC in September 2012. For the previous ten years (2002 – 2012), she was an executive with JH Whitney Investment Management, LLC, a registered investment advisor with $1 Billion in assets under management, where she rose to the position of Corporate Controller. From 1997 – 2002, Ms. Zemlanicky was an accounting manager and senior manager of contracts administration at Daimler Chrysler Capital Services, a global provider of financial services with revenue in excess of €11 Billion. Previously, from 1992 – 1996, she was a supervising senior accountant at KPMG Peat Marwick, LLP.

Ms. Zemlanicky earned her BBA and MBA in Public Accounting from Pace University, where she was named the Outstanding Female Accountant in the Class of 1992. She became a Certified Public Accountant in New York State in 1993.

Lauren ArcherDirector

Prior Industry Experience

Goldman Sachs Investment Management

Education

B.A. Georgetown University

Years of Experience

20

Ms. Archer graduated cum laude from Georgetown University’s College of Arts and Sciences in 1999 with a BA in Psychology.

Ms. Archer joined Beekman Wealth Advisory in 2014. Prior to joining Beekman, Ms. Archer worked at Goldman, Sachs & Co. in the Investment Management Division. Ms. Archer started there in 1999, and during her tenure she rose to the rank of Vice President and was responsible for managing $12 billion in money market assets.

Adena BranchAdministrative Director

Prior Industry Experience

Nielsen Holdings

About.com

Education

B.A. SUNY Stony Brook

Years of Experience

20

Ms. Branch graduated from SUNY Stony Brook in 1994 with a BA in Sociology and has over 20 years of professional administrative experience, in the roles of Office and Facilities Manager, HR Generalist and Executive Assistant.

Ms. Branch joined Beekman Wealth Advisory in 2011. Prior to joining Beekman, Ms. Branch worked at Nielsen Holdings in the Online Analytics Business Unit. Ms. Branch started there in 2001 as Executive Assistant to the CEO and executive team. During her time there she rose to the position of Office and Facilities Manager. Prior to Nielsen, Ms. Branch was the HR Generalist at About.com.

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