About Beth P. Wahlig
Experience that keeps the full picture in view.
Beth is the Director of Sustainable Investing and a Private Wealth Advisor with MRA Advisory Group. She has 28 years of experience managing investment portfolios in equity, fixed income and alternatives.
Beth specializes in wealth management, financial planning and asset protection planning. Her practice focuses on educating and helping women and men build a financially secure future. She has developed a financial planning process that focuses on lifestyle choices and specific financial goals, including thematic Sustainable Investment Portfolios that support a more progressive economy.
She brings institutional asset-management experience from Shenkman Capital and General Motors Asset Management, where she was a high-yield bond portfolio manager for 14 years. Beth received her MBA in Finance from Columbia Business School and holds FINRA Series 63 and 65 licenses.
In her free time, Beth enjoys hiking, kayaking, collecting Early American antiques and reading literature.