Lisi is a partner and portfolio manager in the firm’s Private Client, Endowment & Foundations business. She joins the firm following an impressive career in the San Francisco Bay area. Lisi has a significant background in helping clients realize their portfolio goals across equity, fixed income and alternative asset classes, in addition to providing sophisticated investment, philanthropic and planning advice. Prior to joining the firm, she was a senior vice president and private wealth advisor at Capital Group Private Client Services, a boutique RIA within Capital Group. While there, Lisi co-created and co-led the “Women Advisors’ Network,” a quarterly meetup of Bay Area female Centers of Influence (COIs) as a forum to discuss and analyze relevant business topics in their respective practices.
Lisi’s career includes working for legacy firms Merrill Lynch and Alex. Brown in Institutional Equity Sales. Her primary responsibilities included covering key West Coast institutional accounts like Franklin Templeton Group, Dodge & Cox and Capital Group. She also served as the primary contact between institutional accounts and her firm’s equity research, capital markets and trading departments.
Education
- Northwestern University, J.L. Kellogg Graduate School of Management, MBA
- Harvard University, BA
Community Involvement
- Board Member, USA Lacrosse Foundation
- Professional Advisors Council Member, San Francisco Foundation
- Member, ARCS Foundation – Northern California
