Mindi Marisa

Mindi Marisa, CFP®, is a strategic and inspirational executive currently serving as the Principal and Head of Primary Client Services at Personal Investor. With a strong foundation in financial services, Mindi has held significant leadership roles, including Vice President at both Lehman Brothers and Barclays Capital, where they successfully built client relationships and managed significant revenue streams. Mindi earned a B.S. in Mathematics with a focus on Actuarial Science from Penn State University, along with an MBA in Finance and Economics from NYU Stern School of Business. They also completed a certificate program in Product Strategy at Kellogg Executive Education.