Elizabeth Clark AIF
Known for her attention to detail, as chief executive officer, Elizabeth oversees CDG’s daily operations, while also assisting the Board of Directors with the coordination and management of service partners and member portfolios.
With more than 30 years experience in finance, management, trust administration, investment advisory, retirement counseling and administration, Elizabeth joined CDG in 2001. In 2014, she earned her Accredited Investment Fiduciary (AIF) designation. Issued by the Center for Fiduciary Studies, the designation prepares investment professionals to carry out their fiduciary responsibilities and obligations.
Previously, Elizabeth worked as an investment advisor at the Guaranty Trust Company (a privately-held family bank) and in IRA administration and investments at Boatmen’s Bancshares in St. Louis, Mo.
A graduate of Washington University in St. Louis, Elizabeth a degree in sociology and two minors in business and women’s studies. She currently resides in Sacramento with her husband and an assembly of animals. In her spare time, Elizabeth enjoys invigorating games of tennis and looks forward to visits with her three adult children and grandson.