As a member of the investment community since 1991, Lisa’s experience and focus are on global market standards and efficiency gains within front, back and middle office operations and technology.
Lisa joined WisdomTree transfers in April 2023. She is an active member of WisdomTree’s DEI and WIN Employee Resource Groups. Prior to joining WisdomTree, Lisa was the director of operations for the Digital Transfer Agent at Securrency. Lisa worked at InvestCloud (formerly Fiserv and Tegra118) for 11 years, Columbia Investment Operations at Bank of America as vice president of Global Wealth Investment Management and as vice president of Investment Operations at Eaton Vance Management.
Lisa is heavily involved with ISITC North America. In 2015, Lisa was elected to ISITC’s Board of Directors, and from 2019 through 2021, she was the Chair of the Board. Lisa was responsible for the strategic direction and growth of the independent non-profit financial services organization. Since 2021 Lisa has been the chair of the Finance Committee for Accredited Standards Committee, X9 Inc, and in 2023 Lisa has served as the Americas Director for Securities Market Practice Group (SMPG) and the Advisory Board for the Tokenized Commodities Council (TCC).
Among her accomplishments, Lisa earned the designation of Securities Industry Professional (SIP) through the Securities Operations Forum, a division of the Summit Group in July 2012. She completed the Securities Industry Institute (SII) program at The Wharton School through SIFMA in March 2014. Lisa also earned her FINRA SIE designation in 2023.
Lisa received her undergraduate degree from the University of New Hampshire. She is a graduate of Harvard University with an advanced degree in Business Management and Administration with a concentration in Finance. She has certificates from Cornell in Women in Leadership and Executive Leadership and from the MIT Sloan School of Management’s Executive Program, Blockchain Technologies: Business Innovation and Application.
