About
Lisa
Lisa is a key member of the Institutional Advisory Practice at Focus, with more than 30 years of investment experience. She works closely with nonprofit clients, providing consulting and investment advisory services and contributing to their adherence of 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 boards and in leadership positions. Lisa is also tasked with conducting manager searches, due diligence, and assisting in the development of asset allocation strategies.
Lisa joined Focus in 2015, having previously worked at CapGroup Advisors, where she served as a Financial Planning Analyst working with directed investment research and analytical support services for the firm’s private client practice. She also worked as part of SunTrust Bank’s investment management group and supported their institutional business development.
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’s degree in business administration
-Virginia Commonwealth University – master’s degree in finance
Lisa is a key member of the Institutional Advisory Practice at Focus, with more than 30 years of investment experience. She works closely with nonprofit clients, providing consulting and investment advisory services and contributing to their adherence of 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 boards and in leadership positions. Lisa is also tasked with conducting manager searches, due diligence, and assisting in the development of asset allocation strategies.
Lisa joined Focus in 2015, having previously worked at CapGroup Advisors, where she served as a Financial Planning Analyst working with directed investment research and analytical support services for the firm’s private client practice. She also worked as part of SunTrust Bank’s investment management group and supported their institutional business development.
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’s degree in business administration
-Virginia Commonwealth University – master’s degree in finance