Lisa is a Partner and Private Wealth Manager at Brandywine Oak Private Wealth and brings more than 35 years of experience in financial services. She earned a B.S. in Accounting, Syracuse University, M.B.A. in Finance, University of Hartford and the CERTIFIED FINANCIAL PLANNER™ certification.
Lisa’s investment career began with Cigna Insurance as a Fixed Income Portfolio Manager then joined Kemper Financial Services as a Vice President in Fixed Income in 1993 which managed over $7 billion in Municipal Bond Mutual Funds.
In 1999, she joined Merrill Lynch as a Vice President in Institutional Municipal Sales and transitioned into the Private Client Group as a Wealth Advisor. In 2008, Lisa joined UBS as a First Vice President – Investments and was awarded the title of Senior Vice President – Wealth Management 2013. In 2016, Lisa transitioned her Team to Wells Fargo Advisors as a Senior Vice President – Investments, PIM Portfolio Manager.
She works closely with a limited number of multi generation families to proactively focus on their goals and what matters most to them. Lisa recognizes the importance of capital preservation to ultra affluent families, sensitive to the sacrifices they have made in attaining their wealth.
Lisa was recognized By Forbes Best in State Wealth Advisors* in 2018, 2019, 2020 & 2021, Forbes Top Women Wealth Advisor* 2018, 2019, 2020 & 2021 and Barron’s Top 1,200 Financial Advisor** in 2019 & 2020.
An active member of her community, Lisa serves as a co-chair for Women for Navy Athletics, as a Trustee for The United States Naval Academy Athletic Foundation and is on an Advisory Board for the Kiawah Island Conservancy.
*The Forbes Best-in-State Wealth Advisors and Top Women Wealth Advisors ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**The Barron’s rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.