Beth Milkovits, chief wealth strategist for Boston-based Atwater Wealth Management, was elected to the board of directors of the Cambridge Community Foundation at its quarterly meeting in September. At Atwater, she creates wealth strategies for clients that integrate elements of philanthropic, tax, and estate planning, and shapes the strategic vision of the firm. Atwater is a comprehensive wealth management firm providing investment management and comprehensive planning.
Earlier, Milkovits was vice president at Eaton Vance Investment Counsel where she coordinated specialized planning services and was responsible for business development and marketing. She is a former director of development at the Boston Foundation.
A Cambridge resident, she is a member of the board of the Cambridge YWCA, currently serving as chair-elect. Milkovits is also a member and former president of the Boston Business Associates Club. She is a member of Boston Estate Planning Council and the Financial Planning Association of Massachusetts. A graduate of Colby College, she has been an instructor at Northeastern University in the Master of Science in Taxation Program.
“Beth brings great professional strengths and personal qualities to the Foundation board,” said Richard Harriman, chairman of the Board of Directors. “A high-energy leader with an instinct for collaboration, she is leading the effort to organize and strengthen the Foundation’s working relationship with professional financial advisors as a way to extend the Foundation’s financial position and amplify its work in the community.”
“Cambridge is my home and my community,” said Milkovits. “This is a wonderful opportunity to get involved in a cherished local institution and to expand my sense of connection, knowledge and engagement with the city. I am delighted to be invited to join the Foundation and to work with Foundation President Geeta Pradhan, who I have known and respected for years as a leader in the nonprofit and philanthropic communities.”
Cambridge Community Foundation was established in 1916, making it one of the oldest community foundations in the country. The only foundation with the whole city of Cambridge in its purview, it is a key supporter of nonprofit organizations, distributing $1.3 million in grants in 2015 to meet local needs and support the aspirations of Cambridge residents. The Foundation provides advocacy and leadership support to deal with urgent local challenges and partners with donors to provide a permanent source of charitable funds for the community.