Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
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Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas
Investment Strategies
Institutional Advisory Services
Corporate Sponsored Plans
Fiduciary Governance
Manager Diligence
Asset Allocation
Sustainable Investments
Client Specialty
Non-Profits
Retirement Plans
Associations
Lisa is a Senior Investment Advisor and a key member of the Institutional Advisory Practice at The Colony Group, with more than 20 years of investment experience. She works closely with her non-profit clients, providing consulting and investment advisory services and ensuring their adherence to the fiduciary process in support of the organization’s mission. Lisa supports the community enrichment missions of our institutional clients and is an advocate for women serving on the boards and in leadership positions. Lisa is an Accredited Investment Fiduciary® and also serves on The Colony Group’s Investment Committee, tasked with conducting manager searches, due diligence, and assisting in the development of asset allocation strategies.
Previously, Lisa served as a Senior Analyst for the institutional practice of CapGroup Advisors, which merged with The Colony Group in 2015. She joined CapGroup in 2000 as financial planning analyst and directed investment research and analytical support services for the firm’s Private Client Practice. Past 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. When not in the office, Lisa enjoys water sports, fishing, gardening, cooking, and spending time with family and friends.
Published Insights
Institutional
Benefits of Working with an OCIO- Webinar Recording
October 13, 2023
The Colony Group’s Institutional Advisory Practice President, Andrew Vogelstein, and Senior Investment Advisor, Lisa Longest, discuss the outsourced chief investment officer (OCIO) model, its benefits, and how to know...
Institutional
Why An OCIO Could Be the Right Fit For Your Institution
September 11, 2023
What is an Outsourced Chief Investment Officer (‘OCIO’)? An OCIO provides the services of a full-time, in-house investment office and is responsible for the management, oversight, and administration of...
Investment & Market Analysis
2023 Q1 Market Outlook Webinar Recording
February 3, 2023
Last year it seemed that investment markets were aligned against investors. As the Fed raised rates at a record-setting pace in modern history, equities posted their worst returns since...
Investment & Market Analysis
Optimizing Your Plan For Participant Success
September 1, 2020
Plan sponsors often struggle to develop an investment plan that meets the diverse needs of their plan participants while fulfilling the requirements of their fiduciary duties. This white paper is a guide to optimize your retirement plan for participant success....