LIZZY FLEET, CFA

Associate

Tel: (913) 904-5536 | Mobile: (913) 558-3136
lizzy.fleet@marinercapitaladvisors.com

As an 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 and is a CFA® Charterholder.

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