Profile
Ms. Elana M.
Lieberman is a Principal at ELM Advisors LLC.
She has extensive background in the financial industry.
Her experience includes being a financial advisor at Smith Barney for seven years.
Prior to that, she spent nearly five years in New York, working with institutional and private clients as both a securities analyst and portfolio manager at Sanford C.
Bernstein & Co. She has also served as a senior business consultant with Wells Fargo Bank and as a research analyst with Investor Responsibility Research Center.
She earned a B.A.
from Cornell University in 1988.
Former positions of Elana Mira Lieberman
| Companies | Position | End |
|---|---|---|
ELM Advisors LLC
 ELM Advisors LLC Investment ManagersFinance Founded in 2005 by Lorne Abramson and Elana Lieberman, ELM Advisors LLC is a registered investment advisor located in Burlingame, California. | Founder | 2022-04-30 |
| Smith Barney Asset Management | Corporate Officer/Principal | 2004-12-30 |
Catholic Charities
 Catholic Charities Services to the Health IndustryHealth Services Catholic Charities is a national office for Catholic Charities agencies across the United States. The private company is based in Albuquerque, NM. As a member of Caritas Internationalis, they provide help and create hope for over 15 million people annually, regardless of their religious, social, or economic backgrounds. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Corporate Officer/Principal | - |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Training of Elana Mira Lieberman
| Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
ELM Advisors LLC
ELM Advisors LLC Investment ManagersFinance Founded in 2005 by Lorne Abramson and Elana Lieberman, ELM Advisors LLC is a registered investment advisor located in Burlingame, California. | Finance |
| Smith Barney Asset Management | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
Catholic Charities
Catholic Charities Services to the Health IndustryHealth Services Catholic Charities is a national office for Catholic Charities agencies across the United States. The private company is based in Albuquerque, NM. As a member of Caritas Internationalis, they provide help and create hope for over 15 million people annually, regardless of their religious, social, or economic backgrounds. | Health Services |
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