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.
Education
Previously held Series 7, 63 and 24
Currently holds IACCP(R) designation
Community Involvement
Leader Dogs for the Blind
Donor
Shriners Hospital
Donor
Experience
1987-2007
Beacon Investment Company