Elizabeth Treater

Liz Treater is the President of Touchstone Capital (TCI) and Eagle Peak Wealth Management (EPWM). Since joining Touchstone Capital in 2020, she has advanced from client service associate to team leader to firm president, bringing a people‑first mindset and strong operational leadership to the organization. In 2022, she became an appointed and commissioned notary public for the Commonwealth of Pennsylvania.

With more than 20 years of experience in financial services and client operations, Liz offers deep industry knowledge and a client‑focused approach. Prior to Touchstone Capital, she worked at a major Pittsburgh mutual fund company and served as a conversion analyst for a regional 401(k) provider. She holds a dual degree in finance and business management from La Roche University. Outside of work, Liz is a proud mom of twins and values time with family and friends. She believes strong relationships are the foundation of meaningful work and lasting results.