Beth Milkovits

Beth Milkovits

Managing Director, Relationship Manager
Boston, MA | USA

Beth Milkovits, CFP®

Beth Milkovits is a Relationship Manager in the Multi-Family Office of BBH with a focus on serving business owners. Taking a comprehensive view of each client's financial situation, she oversees their investments and coordinates portfolios with tax, philanthropic, and estate plans. Beth is a dedicated ambassador to BBH's Center for Women & Wealth, supporting women business owners as they navigate wealth creation and management. Through her strategic guidance and collaborative approach, she helps clients achieve their financial goals while building wealth for themselves and future generations.

She serves on the board of the Cambridge Community Foundation and the board of Boston Neighborhood Support. In addition, Beth is a past President and member of the Boston Estate Planning Council.

Prior to joining the firm, Beth worked at Eaton Vance and the Boston Foundation. She received a B.A. in psychology from Colby College, holds the Accredited Estate Planner designation, and is a CERTIFIED FINANCIAL PLANNER practitioner.

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