Lisa Dixon

Lisa Dixon has over 30 years of work experience in the financial industry. Lisa currently works at CAPTRUST as a Client Management professional, starting in January 2021. Prior to that, Lisa held various roles at Genovese Burford & Brothers (now CAPTRUST) from April 2018 to January 2021, where they specialized in Retirement Plan Operations. From 2013 to 2015, they were the Director of Investment Operations and Trading at Empyrion Wealth Mgmt Inc. Lisa also worked as a Consultant at Smart Investor, Inc. for a few months in 2013. Before that, they spent nearly a decade at LEGACY CAPITAL MANAGEMENT, INC as a Vice President from 2004 to 2012. Lisa started their career at E*TRADE FINANCIAL, INC as a Senior Manager from 1999 to 2004 and held a Supervisor role at Barclays Global Investors from 1993 to 1999. Prior to that, they were a Vice President at Lexington Capital Management and began their career at Merrill Lynch as a Registered Commodities Sales Assistant.

Lisa Dixon attended California State University-Sacramento from 1979 to 1983. During this time, they pursued a Bachelor of Science degree in Business Administration, with a focus on International Business and Marketing.