Elizabeth Cancelosi
About Elizabeth Cancelosi
Elizabeth Cancelosi serves as the Senior Vice President of Transitions at Dynasty Financial Partners, a position she has held since 2021. She has a background in finance with experience at Merrill Lynch and Bessemer Trust, and she holds a B.A. in Economics and Spanish from the University of Virginia and an MBA from INSEAD.
Work at Dynasty
Elizabeth Cancelosi serves as the Senior Vice President of Transitions at Dynasty Financial Partners. She has held this position since 2021, contributing to the firm's operations in St. Petersburg, Florida. In her role, she focuses on facilitating transitions for clients, leveraging her extensive experience in financial services to ensure smooth processes.
Previous Experience in Financial Services
Before joining Dynasty Financial Partners, Elizabeth Cancelosi worked at Bessemer Trust in various capacities. She served as a Client Advisor from 2017 to 2019 and as an Associate Client Advisor from 2014 to 2017, both roles based in New York, NY. Prior to her tenure at Bessemer Trust, she worked at Merrill Lynch as a Financial Solutions Advisor from 2011 to 2014 in Pennington, NJ, and as a Wealth Management Intern from 2010 to 2011 in Charlottesville, VA.
Education and Expertise
Elizabeth Cancelosi holds a Bachelor of Arts degree in Economics and Spanish from the University of Virginia, where she studied from 2007 to 2011. She furthered her education by obtaining a Master of Business Administration (MBA) from INSEAD, completing the program from 2020 to 2021. Her educational background supports her expertise in financial services and client advisory roles.
Career Timeline
Elizabeth Cancelosi's career in the financial sector spans over a decade. She began her journey as a Wealth Management Intern at Merrill Lynch in 2010. After completing her internship, she transitioned to a Financial Solutions Advisor role at Merrill Lynch, followed by positions at Bessemer Trust. In 2021, she took on her current role at Dynasty Financial Partners, marking a significant step in her professional development.