Lisa is a financial services executive with over 25 years of experience analyzing businesses and investing in technology. She spent 10 years of her career at Legg Mason managing the top decile $4 billion Special Investment Trust and for 10 years after that, she managed hedge funds including Lane Five Partners, LP.
Education: Yale University (BA), Chartered Financial Analyst (CFA)
October, 2021 - present
Chief Investment Officer at The Bryn Mawr Trust
Chief Investment Officer at B2holding ASA
Chief Investment Officer at Twelve Points Wealth Management
Chief Investment Officer at Chicago Teachers' Pension Fund
Chief Investment Officer at SA STONE WEALTH MANAGEMENT INC.