Elizabeth Patalita

Elizabeth is an Associate with BT Family Office. She focuses on aligning affluent individuals with the services needed to facilitate financial comfort. Elizabeth takes a holistic approach to understanding a family's needs so that the BT Family Office team can develop a unique plan that coincides with the overall family mission, goals and values.

Elizabeth joined BT Family Office from J.P. Morgan where she was part of a wealth management group focused on providing customized investment strategies for both institutions and individuals. Her team also advised private business owners on tax-efficient liquidity strategies. Specifically, Elizabeth became a liaison for owners of closely held businesses interested in Employee Stock Ownership Plans.

Elizabeth graduated from Clemson University with a Bachelor of Science in Marketing and dual minor in Management and Communications. She is licensed by FINRA with a Series 7 and 66. Outside of work, Elizabeth volunteers as a coach with Special Olympics Georgia. Originally from Alexandria, Virginia, Elizabeth enjoys running, swimming and cooking in her spare time.