Elizabeth Sheehan

Elizabeth Sheehan, J.D., joined the team as a Family Office Strategist to assist clients with generational planning, family education, and legacy/charitable planning. In addition, Lizzie will help the team and clients navigate various legal matters, including estate planning and real estate transactions. Lizzie was drawn to Compardo, Wienstroer, Conrad & Janes for the opportunity to collaborate with the excellent professionals on the team and further expand the family office services to fit the ever-growing and changing needs of the clients. Lizzie’s focus will be on understanding the family office clients' priorities to support them and the team to meet their goals.

Prior to joining Moneta, Lizzie received her license to practice law in the state of Missouri and held the position of Director of Legal Services at a private multi-family office. Before making the transition to financial services, she began her career practicing family law. Lizzie’s passion for being a resource to team members and families led her to Moneta.