Liza Connelly is a Managing Director and Senior Trust Officer in the Boston office. Prior to joining Boston Private Bank & Trust Company, she worked as a Wealth Strategist at Atlantic Trust, providing extensive estate and tax planning strategies for clients with sophisticated estate plans and complex tax issues. She previously practiced as an associate in the Trusts & Estates Department of Rackemann, Sawyer & Brewster PC, where she focused on estate planning, estate administration, trust administration and tax work for her clients.
Prior to law school, Liza worked in offshore relationship management and marketing at Brown Brothers Harriman & Co in Boston and in the Grand Duchy of Luxembourg.
Liza received her Juris Doctorate from Suffolk University, her LL.M. in Taxation from Boston University and a Bachelor of Arts from Miami University.
Liza is an active member of the Boston Bar Association (BBA), Massachusetts Bar Association and Boston Estate Planning Council (BEPC). She is the Chair of the Trust Administration Committee of the BBA and a Board member of BEPC. She is the President of the Trusts & Estates Consortium (“TEC”) in Boston, a group of over 160 trust and estates attorneys, trust officers, wealth planners and private client professionals. As President, Liza launched the Women’s Forum and Philanthropy Committee.
Liza is a member of the Board of Overseers at the Massachusetts Society for the Prevention of Cruelty to Animals. She is also the Co-Chair of the Professional Advisors Committee of the Brookline Community Foundation, and she is on the Vestry and Alter Guild of the Brookline Episcopal Church of Our Savior.
Liza enjoys travelling and going on safaris with her husband as well as running and tennis.
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