Beth Milkovits, CFP®
As a Relationship Manager, Beth Milkovits oversees clients’ investments and coordinates clients’ portfolios with their tax, philanthropic and estate plans. She is an ambassador to BBH’s Center for Women & Wealth (CW&W), working to support and engage women as they create and manage wealth. She joined the firm in 2017.
Beth is an officer of the Boston Estate Planning Council and serves on the board of the Cambridge Community Foundation. She is a graduate of Colby College, holds the Accredited Estate Planner designation and is a CFP® practitioner.