Lisa is an Investment Counselor and member of the Institutional Advisory Practice at The Colony Group, bringing over 20 years of investment experience to the firm. She coordinates the institutional consulting process by ensuring the fiduciary process is adhered to in support of the mission of our non-profit clients. Lisa assists the senior counselors by providing investment research, analytical support, performance measurement and evaluation, asset allocation analysis, portfolio construction, and manager due diligence. She is responsible for portfolio management of the institutional practice.
Prior to joining The Colony Group team, Lisa served as a Senior Analyst for the institutional practice of CapGroup Advisors. She joined CapGroup in 2000 as financial planning analyst and directed investment research and analytical support services for the firm’s Private Client Practice. Previous experience also includes working as a part of SunTrust Bank’s investment management group and supporting institutional business development.
Lisa holds a Bachelor of Science in business administration from Virginia Tech and a Masters of Science in Finance from Virginia Commonwealth University. Lisa is also an Accredited Investment Fiduciary®.
When not in the office, Lisa is enjoys water sports and fishing the Chesapeake Bay. She cherishes time spent with family and friends, gardening and cooking.