As a vital member of our team, Lisa oversees day-to-day administration and operations. Her responsibilities encompass performance reporting, trading, scheduling, account setup and maintenance, wire transfers, account statements, online services, audit support, and disbursements — ensuring seamless functionality that keeps our team and clients aligned. With Series 7, 65, and 63 licenses, Lisa brings both technical expertise and a client-focused approach, enabling her to anticipate and address operational needs effectively, much like an extension of your organization’s accounting team.
Lisa earned a Bachelor of Arts in Economics from the College of the Holy Cross in May 2016, where she distinguished herself as a three-year starter on the Division I Women’s basketball team. Prior to joining Raymond James in 2019, Lisa had been with UBS since 2017, and before that worked at an insurance agency in Erie, Pennsylvania, where she was a licensed property, casualty, life and health insurance agent.
Lisa and her husband, Kevin, live in New York City. Lisa enjoys running, watching sports, exploring the city’s food scene, and spending time near the water.