Determined to provide the best opportunities for clients, Lisa shines when researching multi-faceted client situations and putting her problem-solving skills to work. “Independence allows Great Diamond Partners to shape each client experience and prioritize needs,” says Lisa.
- In her role as client relationship manager, Lisa supervises the administrative team and collaborates on client solutions, as well as directly supporting clients with account openings, changes, transactions, and other needs.
- Lisa is a seasoned expert in the financial services industry, with almost 40 years of experience. She built her skills in account administration and firm operations at Key Trust Company, Kidder Peabody, Paine Webber and UBS Financial Services, and gained knowledge specific to the RIA (registered investment advisor) field at Aries Wealth Management.
- A former colleague of the founding team members of Great Diamond Partners, Lisa was welcomed to the firm in 2021.
Raised from a young age in the Pine Tree State and spending her adult life here, Lisa feels like a true “Mainer.” Her commitment to serving the people of the state extends beyond her workday. “The feelings of family and inclusivity weave through our work as a team and extend to our clients and community,” Lisa says.
- She is passionate about providing equal opportunities for youth, especially access to extracurricular activities and sports, and the equipment and supplies that are needed to participate.
- Lisa is also an advocate for organizations that fight food insecurity.
