Lisa Lamb is a Wealth Planner at Ballentine Partners, LLC, bringing over a decade of experience in financial advisory and planning roles. With a Master's degree in Financial Planning from Bentley University, Lisa is well-equipped to provide comprehensive investment and family office services to wealthy families and entrepreneurs. Prior to their current role, Lisa served as a Financial Advisor at MountainOne Investment Group and held various financial and account management positions at other prestigious firms.
January, 2021 - present
October, 2010
Wealth Planner Administrator at Brown Shipley | A Quintet Private Bank
Associate Wealth Planner at Nold Bryant Planning & Investments
Senior Wealth Planner, Wealth Management at Tees
Senior Wealth Planner, Wealth Management at Tees
Wealth Planner at Independent Financial Group
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