Lisa joined the Atlanta Consulting Group as a performance analyst in 2012. She is responsible for the accurate and timely production and review of client portfolio performance and contributes to the production of monthly and quarterly investment reports.
Her experience in the financial services industry includes nine years at Alex. Brown (now a division of Raymond James) in the managed accounts program. She is a graduate of Florida State University and holds a bachelor's degree in business administration.
Originally from the Midwest, Lisa grew up in north Florida and resides in Dunwoody, Georgia. She is a nature enthusiast and enjoys hiking, painting watercolors and other artistic endeavors.