who is elizabeth rockwell?
A fourth generation Houstonian, Elizabeth Rockwell is an Executive Director, Private Client Division of CIBC Oppenheimer Corp. She is widely recognized as an expert in retirement, estate, investment, and tax planning. The ERISA legislation passed by Congress in 1974 added a new depth to her career. In 1975 she testified before the House Ways and Means Oversight subcommittee to help probe the problem areas of IRAs and was asked to comment on proposed regulations before the Internal Revenue Service. In 1978, a speech she had written was printed in the Congressional Record. This was done at the suggestion of the staff of the Joint Committee on Legislation because it pinpointed the problems created by institutions unfamiliar with the IRA rules and regulations. Her work in this area singled her out with national recognition. Presently Elizabeth serves on the Board of Governors for the Houston Forum, on the Advisory Council of the Greater Houston Women’s Foundation, on the UH Bauer College o
