Lisa began her investment career at Sanford C. Bernstein & Co. where she was promoted to Principal. She joined Smith Barney in 2000 as a Senior Vice President, UBS in 2008 as a Senior Vice President and Morgan Stanley in 2017 as an Executive Director. Annually from 2007, Lisa has been an invited participant to the Barrons Top Women Advisors Summit. Lisa was named to the Forbes Best-in-State Wealth Advisors List in 2021. Fifteen years of Lisas 40 year career was spent in real estate development and finance. As an executive, she has drawn on her multifaceted business experience to advise high net worth clients for the past 25 years. Lisa holds a bachelors degree from Carnegie-Mellon University and has an MBA in finance from New York University. She holds FINRA Series 7, 63, and 65 securities licenses and a Life and Health Insurance license. Lisa has been a member of the board of Trustees of Ithaca College and served on Ithacas Endowment Investment Committee. She has also been a member of the boards of The Association for a Better Long Island, The Grenville Baker Boys and Girls Club and the Lying-In Committee for New York Hospital. 