Elizabeth began working at SJS in August 2025 as an Investment Analyst in the Chicago office, primarily supporting Tom Kelly, SJS’s Chief Investment Officer. Her responsibilities include investment research, portfolio analysis, performance monitoring, and client/advisor support.
Originally from Arizona, Elizabeth interned at SJS' Arizona office in 2024, gaining early exposure to investment research and client service. She also fulfilled roles as a data management intern at a real estate firm in Madrid and as a financial modeling intern at an annuity development company.
She recently graduated from Trinity University in San Antonio, Texas, where she earned a degree in Mathematical Finance and Spanish. While at Trinity, she was a member of the varsity Swim & Dive team, competing in sprint freestyle and butterfly events. She also studied abroad at Universidad Complutense in Madrid.
Elizabeth is passionate about investments and committed to continuous growth in the financial industry. She is currently pursuing the Chartered Financial Analyst (CFA) designation to deepen her expertise in portfolio management, financial analysis, and ethical investing. She thrives on learning, analyzing markets, and identifying long-term value.
Outside of work, Elizabeth enjoys traveling, especially to Spanish-speaking countries, and discovering new cuisines and restaurants. She also has a deep appreciation for art, which was sparked by a class she took at the Museo del Prado in Madrid.