Lisa brings an extensive 13-year background in securities operations and client service to the firm. Her deep operational expertise focuses on streamlining processes, managing risk, and coordinating workflows from client interactions – all while ensuring client service excellence across the firm.
Lisa graduated magna cum laude from Arizona State University with a degree in finance and dual minors in international business and French. Her career began in Goldman Sachs’ Operations division in Salt Lake City, where she handled corporate actions and account reconciliation before leading a functional migration to Warsaw, Poland. She subsequently transitioned to institutional client service, overseeing representatives who served multi-billion-dollar hedge funds.
Lisa resides with her husband Bryant and two children. She enjoys spin classes, nature trails, and family gatherings with her Portland-based siblings.
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