Lisa is a senior business intelligence specialist who joined Brown Advisory in 2014. Prior to this role, Lisa worked as a portfolio administrator/trader at Profit Investment Management where she was responsible for client reporting, trading and various other back office operations. Before taking on this position, she worked at Valicenti Advisory Services as a systems and reports manager.


  • State University of New York College at Cortland, BA
  • University of Scranton, MBA


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