Elizabeth S. Ottaway, CFP Managing Director

Elizabeth (Liz) Ottaway joined Pointe Capital Management in 2015 following a twenty-one-year career at Munder Capital Management. As a Senior Investment Manager with 140 primarily institutional accounts and $1.6 billion in assets under management, Liz provided guidance on investment policies, portfolio holdings and asset allocations to help the company’s clients achieve their long-term goals.

Today Liz is dedicated to helping Pointe Capital clients better understand risk and the underlying investments that align with their goals and comfort level. Helping clients sleep well knowing they’re in good hands is one of Liz’s most important professional objectives.

In addition to working with clients, Liz applies her investment management skills serving on Investment Committees for several charitable organizations including Young Woman’s Home Association, Tau Beta Association, Mercy High School and St. Vincent and Sarah Fisher Center.  A former Division 1 Women’s Lacrosse player, Liz has enjoyed sharing her knowledge by starting and coaching girls’ lacrosse programs in the community.

Liz received a B.A in Government from the College of William and Mary and is a Certified Financial Planner (CFP).