National Director, Wealth Strategies
As part of the Wilmington Trust Emerald Family Office & Advisory® team, Lisa is responsible for the direction of wealth planning and strategic advice. In her role, she works closely with clients and their advisors to develop financial, tax, and estate planning strategies, helping clients meet their current needs and plan for their long-term objectives.
Prior to joining Wilmington Trust, she served as a senior vice president for the family business division at Northern Trust, where she provided management, administration, governance, and transfers of special assets held in a fiduciary capacity. Lisa also brings experience as a relationship manager and private wealth advisor at Credit Suisse, Goldman Sachs, and Morgan Stanley’s private wealth division. Earlier in her career, she practiced law with a focus on trust and estate planning, business, and real estate.
Lisa received both her JD and MBA with honors, with a specialization in finance, from Loyola University Chicago, along with a bachelor’s degree in communication and English from Pepperdine University. She is admitted to practice before the bar of New York, Illinois, and the United States Supreme Court. Lisa is the recipient of the Wilmington Trust President’s Council award.