Lisa Iagatta is director of account management at Tegra118 and is responsible for North American client relationships for several Tegra118 solutions. She also serves as chair of ISITC where she is responsible for the strategic direction and growth of the independent non-profit financial services organisation in North America.
Comprising investment managers, custodians, broker/dealers, and vendors/utilities, ISITC provides opportunities for financial services operations professionals to collaborate on pressing topics. Lisa sets the course for the organisation by cultivating partnerships with other industry organisations, strategising on ISITC’s events, and identifying key initiatives where ISITC can lend its subject matter expertise in developing industry standards.
As a member of the investment community since 1991, she has deep experience in front, back- and middle-office operations. In a prior role held at Fiserv Investment Services (now Tegra118), Lisa held the role of senior business solutions strategist — advisory within the risk and compliance division. Lisa’s rich experience in financial services includes positions held at 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, where she established and managed an operations department supporting front-, middle- and back-office operations focused on high net worth (HNW) investors.
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 went on to successfully complete the Securities Industry Institute (SII) programme at The Wharton School through SIFMA in March 2014.
Lisa received her undergraduate degree from the University of New Hampshire. She is a graduate of Harvard University and holds an advanced degree in business management and administration with concentration in finance. Lisa has certificates from Cornell in women in leadership and executive leadership.