Elana M. Lieberman, Principal
The “E” in ELM Advisors has extensive background in the financial industry. And in charitable causes.
Elana’s experience includes being a financial advisor at Smith Barney for seven years. Prior to that, she spent nearly five years in New York, working with institutional and private clients as both a securities analyst and portfolio manager at Sanford C. Bernstein & Co. She has also served as a senior business consultant with Wells Fargo Bank and as a research analyst with Investor Responsibility Research Center.
She’s just as proud of her recent work for Catholic Charities and Lenders for Community Development Micro-Lending Program, which makes loans to small businesses located in low-income neighborhoods. She earned a B.A. from Cornell University in 1988.