Elisabeth is an Executive Director at Morgan Stanley Wealth Management working with ultra-high net worth clients, including senior executives in technology, entrepreneurs and founders, to preserve and grow their wealth with tailored Investment and Financial Planning solutions.
She began her career in finance in 1995 as an Equity Analyst covering Healthcare Services and managed care at Oppenheimer & Co. Upon completing her MBA|MPH at Columbia University, she worked as an Investment Banker at SG Cowen in Healthcare Services. In 2001 she established Schreiber Capital Partners LLC, a consulting and advisory firm. Her firm worked with a select group of family offices to manage asset allocation and investments, including private equity and real estate.
Prior to Morgan Stanley, Elisabeth spent four years working with noted fund manager Boniface “Buzz” Zaino, both at Royce Fund Services and Dawntreader Capital. As Equity Analyst, she covered a $5 billion portfolio focused on the U.S. small-cap sector. She then spent 5 years at Deutsche Bank and 5 years at Alex Brown in their private wealth management division.
Elisabeth has been involved in many nonprofits including The Aspen Art Museum, The MOXI Children’s Museum in Santa Barbara and Girls, Inc. She has also been a member of the Washington Institute for Near East Policy based in Washington, D.C. where her father serves as Chairman and Trustee along with her brother.
Originally from New York City and Greenwich, CT she relocated to the West Coast in 2006. Currently she resides in Santa Barbara, CA with her young daughter and fiancé.
Capabilities
- Asset Management
- Sudden Wealth Financial Planning
- Tax, Trust & Estate Advisory
- Cash Management & Lending
- Insurance Solutions
- Philanthropy Management
- Risk Management
- Lifestyle Advisory Services
Securities Agent: MI, NC, SD, IL, CT, CO, UT, PA, DE, TX, RI, MD, KS, WA, NJ, FL, PR, VA, ME, CA, NY, OK, MA, NV, SC, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2243544
CA Insurance License #: 0M64207
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.