Elizabeth Caughman

Senior Investment Operations Associate at Cornerstone Management, Inc

Elizabeth Caughman is a Senior Investment Operations Associate at Cornerstone Management, Inc., where custom solutions for asset management and planned gift administration are provided. Prior experience includes roles as a Wealth Planner and Associate Wealth Planner at Blue Ridge Wealth Planners, where consulting with families in East Tennessee helped develop retirement plans tailored to individual needs. Elizabeth's background also includes significant financial experience through positions such as Peer Mentor and Fund Manager for the LaPorte Torch Fund at the University of Tennessee, Knoxville. With a Bachelor’s degree in Finance and Information Management from the same institution, Elizabeth possesses a solid foundation in finance, underscored by diverse experiences in customer service and operational management across multiple industries.

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