Elizabeth Halteman

Elizabeth Halteman is an experienced financial professional currently serving as Financial Controller at Heritage Financial Consultants LLC since August 2023. Prior to this role, Elizabeth held senior positions including Senior Controller at Chapin Davis, Inc. and Family Office at Acadia Family Office. Elizabeth's career also includes managerial roles at Walsh Accounting Services and T. Rowe Price, along with a position as Investments Accounting Manager at Arthur Bell prior to its merger with Cohen & Company. Elizabeth began their career as a Tax Specialist at T. Rowe Price and has a B.A. in Economics from William & Mary, earned between 2003 and 2006.