Lisa is a Vice President of Investor Relations and is responsible for leading and supporting initiatives that drive business development, client engagement, and investor communications. She has over 25 years of experience in the financial industry.
Prior to CenterSquare, Lisa held an internal client relations role at Coho Partners where she supported the firm’s client relationship management and service efforts. Prior to that, she served as Director of Subadviser Management at the Nationwide Investment Management Group, overseeing the communications and reporting for the firm’s subadviser relationships. Before Nationwide, she managed the institutional client relations support efforts at Turner Investments. She began her financial career in marketing services at Miller Anderson & Sherrerd / Morgan Stanley Investment Management.
Lisa earned a B.S. in Food Science from the Pennsylvania State University.
<1 years with the firm
29 years of industry experience
