Career
Elizabeth Overbay has been Chief Financial Officer of Innovator Capital Management since April 2026. Elizabeth Overbay is a control person of the firm and directly owns under 5% of it.
Innovator Capital Management, LLC is a Wheaton, IL firm with $30.2B under management, 1 client and 6 advisers in one office, as of its June 2026 filing.
No adviser firm registrations are on Elizabeth Overbay’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 April 2013 |
| Series 7 | General Securities Representative Examination | 10 September 2005 |
| Series 62 | Corporate Securities Limited Representative Examination | 31 August 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Corporate Securities Limited Representative Examination
Individual record
- Full name
- Elizabeth A Overbay
- CRD
- 4242794
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Elizabeth Overbay work?
Elizabeth Overbay has been Chief Financial Officer of Innovator Capital Management, LLC since April 2026, and is a control person of the firm.
Does Elizabeth Overbay have a current investment-adviser registration?
Elizabeth Overbay has no current investment-adviser or broker registration.
What exams has Elizabeth Overbay passed?
Elizabeth Overbay has passed 3 licensing exams: the Series 62, Series 7 and Series 24. The earliest, the Series 62, was passed in August 2000. FINRA credited Elizabeth Overbay with the SIE, which began in October 2018.
Leadership at Innovator Capital Management
- Marc NachmannChief Executive Officer
- Graham DayVice President
- Bryon LakePresident
- Kathleen MeyerVice President
- Trevor TerrellVice President
- Cari ZalesiakChief Compliance Officer
- David PlutzerChief Legal Officer