Elizabeth Bermudez
Director of Administration and Client Services

Elizabeth has over two decades experience in the financial industry. Following the combination of Arch Financial Group with SlateStone Wealth, LLC, Elizabeth transitioned into the role of Director of Administration and Client Services. She manages administrative and client services functions to ensure seamless and comprehensive support of all client needs and the effective running of office operations.

Elizabeth’s business acumen supports varied business initiatives to deliver excellent outcomes. She works collaboratively with the firm’s chief compliance officer and other executives to lead firm-level projects and the adoption of business solutions and technologies. Elizabeth is also a key member of our advisor transition team providing integration support to full operational capabilities across our regional office complex. Over her career, she has held a number of key positions with well-respected financial institutions: Bank of America, Wells Fargo, Mellon Bank, and Fidelity which have served to provide her excellent skills in building and maintaining relationships with our valued clients.

Elizabeth graduated from Bernard Baruch College in New York City, with a BBA in business and a minor in Human Resources. In her leisure time Elizabeth enjoys traveling, learning about, and experiencing different cultures and cuisines.