Compardo, Wienstroer, Conrad & Janes Adds Family Office Strategist

At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and pride ourselves in selecting top tier talent to support our clients’ evolving needs.

In that spirit, we are thrilled to announce the addition of Elizabeth “Lizzie” Sheehan, J.D., to the newly created role of Family Office Strategist — a position dedicated to assisting clients with generational planning, family education, philanthropic planning, and navigating various legal matters, including estate planning and real estate transactions.

Lizzie brings over 10 years of industry experience to her new role, having begun her career practicing family law before making the switch to a private multi-family office where she served as Director of Legal Services. At Compardo, Wienstroer, Conrad & Janes, Lizzie will serve as a key resource to the team’s growing family office clientele. Lizzie’s understanding of financial services law coupled with her deep bench of industry contacts makes her an invaluable asset for our clients.

“I was looking for a large firm devoted to providing a comprehensive service offering specifically in the family office space. Moneta and my new team, Compardo, Wienstroer, Conrad & Janes, fit the bill perfectly and will allow me the opportunity to put my knowledge to work by serving clients and supporting my fellow team members.”

In her role, Lizzie will work closely with the rest of the Compardo, Wienstroer, Conrad & Janes Family Office team, led by Diane Compardo and Ben Trujillo. Our team also leverages the talent and expertise of Moneta’s Chief Philanthropy Officer, Deb Dubin to help clients align their giving more holistically with the greater goal for their family to foster true impact with their time, talent and treasure. In addition to our robust team, we also proudly offer the services of Moneta Trust to our family office clients as they transfer wealth from one generation to the next.

© 2021 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment advisor and wholly owned subsidiary of Moneta Group, LLC.  Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.

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