Liz Cassal's Location
California, United States
Liz Cassal's Work
- Vice President, RIA and Family Office Group @ Baron Capital
- Regional Director, RIA - West Coast @ Baron Capital
- Regional Director, RIA - West Coast @ Natixis Investment Managers
- Assistant Vice President, Client Service @ Natixis Investment Managers
- Manager, Operations @ Sierra Investment Partners
Liz Cassal's Education
- Saint Mary's College of California
MBA, Business
2006 - 2007 - San Francisco State University
Bachelor's degree (French)
Liz Cassal's Skills
- Asset Management
- Mutual Funds
- Alternative Investments
- Investments
- RIA
- Asset Allocation
- Series 7
- Equities
- Portfolio Management
- Wealth Management
Liz Cassal's Summary
Liz Cassal, based in California, United States, is currently a Vice President, RIA and Family Office Group at Baron Capital Group, Inc., bringing experience from previous roles at Baron Capital Group, Inc., Natixis Global Asset Management and Sierra Investment Partners. Liz Cassal holds a 2006 - 2007 MBA, Business @ Saint Mary's College of California. With a robust skill set that includes Asset Management, Mutual Funds, Alternative Investments, Investments, RIA and more, Liz Cassal contributes valuable insights to the industry. Liz Cassal has 2 emails on RocketReach.
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