Beth Colt

This session will explore Beth’s extraordinary journey-from her early days on Wall Street to her pivotal roles in entertainment and real estate. Now a trusted financial advisor and board member, Beth’s story exemplifies resilience, vision, and the power of discovering your “why.”

A Harvard graduate, Beth began her career in mergers and acquisitions on Wall Street. After several successful years in New York, she transitioned to leadership roles in the entertainment industry in Los Angeles, focusing on independent film and television. In 2008, she founded a real estate investment company, and since 2019, she has served on the Board of Trustees at Martha’s Vineyard Bank. Joining J.M. Forbes in Boston in 2020, Beth is also a Certified Trust and Fiduciary Advisor.