About Lisa
Lisa is a key member of the Institutional Advisory Practice at Focus Partners Wealth, with more than 20 years of investment experience. She works closely with her nonprofit clients, providing consulting and investment advisory services and ensuring their adherence to the fiduciary process in support of the organization’s mission. Lisa supports the community enrichment missions of the firm’s institutional clients and is an advocate for women serving on the boards and in leadership positions. Lisa also serves on Focus Partners’ Investment Committee, tasked with conducting manager searches, due diligence, and assisting in the development of asset allocation strategies.
When not in the office, Lisa enjoys water sports, fishing, gardening, cooking, and spending time with family and friends.
Education and Professional Milestones
-Virginia Tech - bachelor of science in business administration
-Virginia Commonwealth University - master of science in finance
-Joined Focus Partners Wealth through the firm’s 2015 merger with CapGroup Advisors
-Joined CapGroup in 2000 as financial planning analyst and directed investment research and analytical support services for the firm’s Private Client Practice
-Has also worked as a part of SunTrust Bank’s investment management group and supporting institutional business development
Lisa is a key member of the Institutional Advisory Practice at Focus Partners Wealth, with more than 20 years of investment experience. She works closely with her nonprofit clients, providing consulting and investment advisory services and ensuring their adherence to the fiduciary process in support of the organization’s mission. Lisa supports the community enrichment missions of the firm’s institutional clients and is an advocate for women serving on the boards and in leadership positions. Lisa also serves on Focus Partners’ Investment Committee, tasked with conducting manager searches, due diligence, and assisting in the development of asset allocation strategies.
When not in the office, Lisa enjoys water sports, fishing, gardening, cooking, and spending time with family and friends.
Education and Professional Milestones
-Virginia Tech - bachelor of science in business administration
-Virginia Commonwealth University - master of science in finance
-Joined Focus Partners Wealth through the firm’s 2015 merger with CapGroup Advisors
-Joined CapGroup in 2000 as financial planning analyst and directed investment research and analytical support services for the firm’s Private Client Practice
-Has also worked as a part of SunTrust Bank’s investment management group and supporting institutional business development