Lisa is a private client relationship advisor. She is responsible for managing relationships with high net worth individuals and families and also handling trust administration matters. Lisa has more than 20 years of experience in the financial services industry. Prior to joining Brown Advisory, she was a portfolio associate at 1919 Investment Counsel (formerly Legg Mason Investment Counsel). She started her career at Mercantile-Safe Deposit & Trust company (now PNC). Lisa is a graduate of Cannon Financial Institute’s Personal Trust program.
Community Involvement
- Volunteer, Friends of Harford County Library
- Volunteer, Hampden Community Center
Certifications
- Cannon Trust School
- CTFA
