Elizabeth Cope, CPA, CSCP, CIPM
CEO & Lead Consultant
Liz is a CPA that began her career as a tax accountant and auditor. She quickly transitioned to the financial services space in 2002. She has been consulting with investment advisors on compliance since the Compliance Program Rule became effective in 2004.
She founded SEC Compliance Solutions in October 2017 with the goal of creating a firm that cultivated an environment of finding practical, valuable solutions for investment advisors.
Liz believes compliance does not have to be overly complicated or overwhelming and takes a pragmatic, educational approach with her clients.
When she’s not working, Liz can be found spending time with her husband and three kids, playing piano, reading a good book, running, or riding her mountain bike.
