Elizabeth Beauboeuf

Elizabeth Beauboeuf is a Relationship Manager at UBS, a world-leading wealth management firm.1 She is passionate about working with high net worth families to help them achieve their personal, wealth transfer, and investment goals.2

Professional Background

Elizabeth currently serves as a Senior Wealth Strategy Associate at UBS's Impact Wealth Consultants team in Clayton, MO.3 In this role, she focuses on assisting clients with their wealth management needs, including:

• Personal financial planning
• Wealth transfer strategies
• Investment management

Education and Experience

Elizabeth grew up in Evansville, IN and graduated from Saint Louis University.3 Prior to joining UBS, she gained experience in finance, accounting, and taxation, having previously worked as a Wealth Manager at Plancorp LLC.

Expertise and Interests

Elizabeth's professional interests include:

• Working with high net worth families
• Developing personalized wealth strategies
• Assisting clients in achieving their financial goals

She has also shown interest in emerging trends in finance, such as supporting initiatives for BIPOC (Black, Indigenous, and People of Color) fund managers in the venture capital space.4

As a member of the Impact Wealth Consultants team at UBS, Elizabeth likely contributes to their approach of looking beyond just financial aspects, helping clients clarify their purpose, values, and the sustainable impact they want their wealth to make on their families and the world.1