Beth Milkovits, CFP®
As a Relationship Manager, Beth Milkovits takes a comprehensive view of each client's financial situation, overseeing their investments and coordinating their portfolios with tax, philanthropic, and estate plans. She is an ambassador to BBH’s Center for Women & Wealth, working to support and engage women as they create and manage wealth. Beth is an officer of the Boston Estate Planning Council and serves on the board of the Cambridge Community Foundation. She received a B.A. in psychology from Colby College, holds the Accredited Estate Planner designation, and is a CFP® practitioner.