Associate Integrated Wealth Advisor
Elizabeth Bovee is an Associate Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Elizabeth collaborates with clients and advisors across the firm on all aspects of planning and portfolio management. She is responsible for facilitating client meetings, preparing presentation materials and assisting with portfolio management. In addition, Elizabeth is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Prior to joining Carlson Capital Management, Elizabeth held various roles within Wells Fargo’s Private Wealth Management group. She brings with her more than 10 years of experience serving high net worth clients with a focus on investment management. Most recently, Elizabeth served as business initiatives consultant where she acted as a senior advisor and project manager for the investment management solutions team. She earned a Master of Business Administration from the University of St. Thomas and graduated with a Bachelor of Science in economics and management from the University of Minnesota, Twin Cities.
Elizabeth is a true homebody who grew up in White Bear Lake, Minnesota, and currently makes her home in Hugo, Minnesota, with her husband and their two daughters. They are an avid hockey family that enjoys cheering on the Minnesota Wild, staying active, and spending time with family and friends.