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
41
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
28
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
22
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
22
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.
