- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Liz Richter Psota
Senior Private Wealth Associate
Liz is a highly skilled senior private wealth associate at Verdence in Naples, Florida. With her diverse experience in hospitality, education, and administration, Liz brings a unique perspective to her role. She focuses on day-to-day operations, compliance, and client relations, ensuring seamless functioning and striving for exceptional service. Prior to joining Verdence, Liz was Director of Operations and Compliance at Vantage Private Wealth. Liz earned her Bachelor of Science, Cum Laude, from Elon University.
Get to Know Liz!
If I were not a financial professional, I would be a:
“A youth running coach”
Best piece of advice from my parents:
“Live life looking through the windshield, not the rearview mirror.”
What makes me happy:
“Spending time adventuring outdoors with my two kids and husband and Sunday brunches with friends.”
If I could invite anyone, living or dead, for dinner, I would invite:
“My grandfather. I feel like I didn’t fully appreciate the value of his life experiences and perspective before he passed away and would love to get lost in conversation with him.”
