Liz Cassal Email & Phone Number
Managing Director, Co-Head, RIA and Family Office @ Baron Capital
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Liz Cassal Location
- Walnut Creek, CA, US
Liz Cassal Work
- 2025 -now Managing Director, Co-Head, RIA and Family Office @
- 2015 -2025 Vice President, Regional Director, RIA and Family Office @
- 2012 -2015 Regional Director, RIA - West Coast @
- 2023 -now Board Member - Director at Large Financial Planning Association (FPA) - East Bay Chapter @
- 2009 -2012 Regional Director - RIA, Southwest @
- 2005 -2009 Assistant Vice President, Client Service @
- 2000 -2005 Manager, Operations @ Sierra Investment Partners
Liz Cassal Education
- Saint Mary's College of California
MBA (Business)
2006-2007 - San Francisco State University
Bachelor's degree (French)
Liz Cassal Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Equities
- Financial Services
- Investment Management
- Investments
- Mutual Funds
- RIA
- Wealth Management
- Fixed Income
- Securities
- Series 63
- Hedge Funds
- Portfolio Management
- Series 7
- Retirement Planning
- Strategic Planning
- Microsoft Word
- PowerPoint
- Sales
- Community Outreach
Liz Cassal Summary
- Liz Cassal, based in Walnut Creek, CA, US, is currently a Managing Director, Co-Head, RIA and Family Office at Baron Capital Group, Inc.. Liz Cassal brings experience from previous roles at Baron Capital Group, Inc., Financial Planning Association (FPA) and Natixis Global Associates. Liz Cassal holds a 2006 - 2007 MBA in Business @ Saint Mary's College of California. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Equities and more. Liz Cassal has 3 emails and 2 mobile phone numbers on RocketReach.
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