Rare among advisors, Lisa brings clients decades of experience in the worlds of wealth management, software and engineering. Her skills as an investor and problem solver have led to her reputation for helping high-net-worth clients address complex financial challenges and opportunities.

Lisa’s clientele span both individuals and institutions.  On the personal side Lisa’s clientele span generations of families.  Many are led by C-suite and other senior-level executives, successful women in various professions and active and retired business owners (especially exit planning, up to and through the sale of their enterprises) and younger individuals seeking Lisa's clear and simple guidance.  On the institutional side Lisa's clients include non-profit endowments and foundations.  Lisa works directly with the board’s investment committee to review investment policy guidelines and implement an investment plan that support annual spending rates.

A lifetime learner, Lisa has obtained industry credentials that reflect her desire to bring clients the highest degree of knowledge and know-how – from the planning stage of their relationships to the implementation of customized investment strategies. She holds the CERTIFIED FINANCIAL PLANNER^™, CFP^®* certification and the Chartered Financial Analyst^® (CFA^®)** designation. Lisa is also a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. 

“By asking questions, listening and appreciating what’s on a client’s mind and in their heart, I can craft an integrated strategy that blends investment and liability management with tax-minimization and estate planning strategies. My clients also have great ideas and deserve a sounding board, ” Lisa explains. “So I encourage them to call with any decision related to their finances. I consider my clients to be a family and have assisted during difficult times – the loss of a spouse, a job, illness, or when a client transitions to retirement.”

Prior to arriving at Merrill, Lisa was the Regional Director of Investments at Key Private Bank. Before that, Lisa spent 15 years at Deutsche Bank developing deep skills in equity portfolio management, wealth planning and investment product management for high-net-worth individuals. 
 
“I joined Merrill in 2020 to serve clients personally and directly. Here, I can dig deeper with each client and when helpful, summon specialists to deliver advice across investments, banking, education and retirement planning, trust and estate planning,” she says.

Before entering the financial sector, Lisa held several engineering and software development positions at Martin Marietta and Anderson Consulting. She studied engineering at Rensselaer Polytechnic Institute in Troy, New York – earning a Bachelor of Science degree in Computer & Systems Engineering and a Masters of Engineering degree in Electrical Engineering. 

Lisa resides in Briarcliff Manor with her husband, Mike (a volunteer firefighter), their two sons and golden retriever. She serves on the board of the Estate Planning Council of Westchester County and is a member of the CFA^® Institute. She is also an active member in the Rotary Club of Briarcliff Manor and of the Business Council of Westchester.

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S.

**CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA^® Institute.