Lisa has recently added to her career portfolio, turning her financial and business talents to nonprofit development in the role of Director of Product Sales for the Girl Scouts of Eastern MA, one of the largest Girl Scout councils is the US. From 2006 to 2015, Lisa was the CEO of Momentum Partners, LLC, a Boston-based boutique industry research advisory firm. In this role Lisa served as a trusted advisor to a client base of impact investors, responsible investment managers such as Calvert, nonprofit organizations such as AARP, retirement services firms, traditional investment management firms, and financial technology firms. In one instance, Lisa took an operating position in an investment advisor managing global portfolios of tactically allocated ETFs, creating a business entity and providing operational and business management leadership. The scope of Lisa’s work included asset raising with private investors, investment advisors, and high net-worth individuals, managing relationships with industry analysts and business partners, and serving on the firm’s investment committee.
Lisa’s industry operating experience also includes roles as SVP and Managing Director, Product Management, at Evergreen Investments, now part of Wells Fargo, where she had product management responsibility for all of Evergreen’s advisor-sold products, and a Director of Investment and Retirement Product Management and Marketing with John Hancock.
Lisa is a graduate of Smith College. To satisfy her interest in behavioral finance, Lisa completed Harvard’s Executive Education program in Investment Decisions and Behavioral Finance. Lisa penned the Fund House column for Registered Rep magazine for nearly six years. She is the co-author of Wealthbuilding, published by Dearborn Financial Publishing. Lisa and her family and their King Charles Spaniel live on Cape Cod, MA. Lisa is involved in Historic Preservation efforts on the Cape and enjoys spending time outdoors and relaxing with her family.