Lisa is a Chartered SRI Counselor™ and works with socially-conscious clients in building sustainable investment strategies. She helps clients integrate environmental, social and governance (ESG/Impact Investing) criteria in to their portfolio allocation process. She offers a holistic approach to comprehensive wealth solutions focusing on wealth and estate preservation strategies. Lisa is adept in insurance, risk management and estate and income tax planning services. She is licensed for life, accident and health insurance. Lisa started her career in the financial services industry in 2005 at UBS where she was a vice president. Lisa received her Bachelor of Arts degree in women’s studies with a minor in economics from the University of Massachusetts, Amherst. Lisa is an advisory committee member for the Betty Petersen Conservation Fund protecting birds and their habitats in the Caribbean. She is a member of the Harvard Travellers Club and Fresh Pond Ladies Golf League. She is an avid golfer, paddler, birder and loves to explore the great outdoors.
