LIZZY FLEET, CFA
Tel: (913) 904-5536 | Mobile: (913) 558-3136
As a senior associate, Lizzy examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.
Prior to joining Mariner Capital Advisors, Lizzy worked as an analyst in the oil and gas industry.
She holds dual bachelor’s degrees in finance and accounting from the University of Oklahoma. Lizzy holds the Chartered Financial Analyst® designation.