As Client Relationship Specialist, Lisa provides exceptional client service and back office support for our team of advisors. She works with our multiple custodians to process client requests, such as deposits, distributions, new accounts, and account maintenance.
Prior to joining JFS in 2017, Lisa worked as New Accounts Liaison for Clark Capital Management Group, a Registered Investment Advisory Firm, for almost 11 years. Her experience has taught her how to communicate effectively with internal trading and support teams regarding new account/custodial procedures, account status, funding and trading instructions.
In her spare time, you may find Lisa spending time with her daughters, volunteering, or taking a day trip to New York City.