Lisa is responsible for making sure that RIS follows all rules and regulations of the investment management industry, including policies, procedures, and internal controls. She also oversees the day-to-day operations, and she enjoys the ever-changing aspect of her job and the multiple hats she wears in accomplishing it. With over 30 years of experience in the investment advisory industry, she’s appreciated seeing the industry evolve and the RIS team grow to serve more clients.
When she’s not working, Lisa enjoys spending time with her family and friends, loves to read, particularly detective stories—and in Ann Arbor, she enjoys sitting in the quiet peace of the Law Quad.
Previously held Series 7, 63 and 24
Currently holds IACCP(R) designation
Leader Dogs for the Blind
Beacon Investment Company