Lisa joined the Matter team in 2018. Working out of our Denver office, Lisa plays an integral role in ensuring excellent service to our client families. With a positive attitude evident to all who meet her, she supports client teams with her exceptional attention to detail and commitment to high quality execution. Prior to joining the Matter team, Lisa gained diverse experience in the institutional investing and private equity fields in New York and San Francisco. Most recently she served at Wetherby Asset Management as a Client Service Operations Team Lead.
Lisa earned her BS in Business Administration from the University of California Riverside. She is excited to explore her new town of Denver with her husband and son, and we are sure she will make time for a few of her favorite interests: baking both savory and sweet dishes and traveling.