Lisa McDaniel

Lisa McDaniel, CFA, CRPC holds the position of Senior Vice President and Senior Portfolio Manager at Simmons Bank since November 2023. Prior to this role, McDaniel served as Director of Wealth Management at EGP Wealth Management, LLC, focusing on financial planning and investment management from March 2021 to October 2023. Lisa's extensive career includes roles as a CFA Content Specialist at UWorld, a Lecturer in Finance at the University of North Texas, and Managing Partner/Senior Investment Advisor at The Mutual Fund Store. McDaniel has held leadership positions, including President of CFA DFW, and has significant experience overseeing investment portfolios in various capacities throughout the financial services sector, including a Vice President role at Regions Financial. Lisa holds an MBA in Finance from the University of Arkansas at Little Rock and a B.S. in Computer Science from the University of Arkansas.