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Elizabeth Green
Investment Manager and Shareholder at Foster & Motley Inc.
About
Elizabeth M. Green, CFA, is an Investment Manager and Shareholder at Foster & Motley, Inc., based in Cincinnati, OH. At the firm since 2003 and a shareholder since 2006, she has held key leadership roles including Chief Compliance Officer and Head of the Investment Management Team. Her primary responsibilities involve managing client portfolios and contributing to strategic investment decisions for the firm’s wealth management clientele.
Elizabeth brings over three decades of experience in portfolio management and investment strategy, previously serving as Portfolio Manager at Haberer Registered Investment Advisor and Vice-President at WindWatch Investments, Inc. Her experience spans broad asset class exposure, with an emphasis on equities, fixed income, and multi-asset portfolios tailored for high-net-worth individuals and families.
She holds the Chartered Financial Analyst (CFA) designation and earned her Bachelor of Business Administration in Finance from the University of Dayton. Elizabeth is recognized for her expertise in comprehensive portfolio construction and her leadership within the regional investment advisory community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster & Motley, Inc. | Investment Manager and Shareholder | Jan 2003 to Present | Investment management is the perfect career for me. It blends personal connection with clients and the technical aspects of crafting a portfolio uniquely suited to their individual goals. My role as a... |
| Haberer Registered Investment Advisor, Inc. | Portfolio Manager | Jan 1995 to Jan 2003 | — |
| WindWatch Investments, Inc. | Vice-President | Jan 1993 to Jan 1995 | — |
Education
Chartered Financial Analyst (CFA)
University of Dayton
Bachelor of Business Administration (BBA), Finance
Skills & Expertise
Others at Foster & Motley Inc. (11)
| Name | Role | Location |
|---|---|---|
B Bradley Soper | Investment Manager | Cincinnati, OH , United States |
C Cdfa® Rachel Rasmussen | Investment Manager and Shareholder | Cincinnati, OH , United States |
 | Investment Manager | Cincinnati, OH , United States |
J J Ryan English | Investment Manager and Shareholder | Cincinnati, OH , United States |
 | Portfolio Manager and Shareholder | Cincinnati, OH , United States |
 | Portfolio Manager | Cincinnati, OH , United States |
Z Zach Horn | Managing Partner and President, Investment Manager and Shareholder | Cincinnati, OH , United States |
E Emily Hogya | Associate Investment Manager | United States |
J J. Burke | Associate portfolio Manager | Covington, KY , United States |
 | Investment Manager | Cincinnati, OH , United States |
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