Director of Operations
Experienced in trust and investment operations, relationship management, accounting and bookkeeping, Lisa has been with the firm since 2012. She is responsible for our portfolio management software, Orion Advisor, and administers all aspects of portfolio management accounting. In addition, Lisa is responsible for accounts payable and receivable and the preparation of the firm's financial reporting.
Previously, Lisa served as a Vice President in Wealth Manager Services at State Street Bank and Trust. Prior to that, Lisa was the Manager of Trust Operations for Nutter McClennen and Fish LLP (14 years) and Manager of Trustee Support for Loring Wolcott and Coolidge (4 years).
Lisa holds an Associate degree in Business Management with a concentration in Accounting from Fisher College in Boston. Raised in Madison, CT, Lisa now lives in Cambridge, MA.