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At Citi Private Bank Law Firm Group, we partner with law firms and attorneys to truly become their trusted advisor.
Lisa is responsible for the Law Firm Group’s East region. She oversees the delivery of a broad array of financial services to lawyers and law firms in Washington D.C., Philadelphia, Miami, Atlanta, Boston, Houston and Dallas. Lisa is also responsible for the development of our Law Firm Group business in Latin America.
Prior to her current role, Lisa was the Team Lead for the Philadelphia and Miami markets of the Law Firm Group, responsible for providing advice and tailored financial strategies to Am Law 100 and 200 law firms and individual attorneys. Lisa holds a Certified Financial Planner designation.
Lisa rejoined Citi Private Bank in 2007 and has over 20 years of experience in financial services with much of her career focused on the legal industry. She returned to Citi from Wachovia where she held the position of Relationship Manager in their Legal Specialty Group. Prior to this, Lisa spent four years with Citi Private Bank in New York as a Private Banker in the Law Firm Group. Prior to joining Citi, she was a Portfolio Analyst at KLS Professional Advisors Group, where she spent three years advising high-net-worth individuals on all aspects of financial planning. Lisa began her career at Brown Brothers Harriman & Company in their Domestic Private Banking Group.
Lisa received a Bachelor of Science degree in Marketing from Rutgers University in New Brunswick, New Jersey.
For nearly 50 years, Citi Private Bank Law Firm Group has been a trusted partner to the legal industry, providing customized financial strategies and tailored advice to lawyers and their firms. The Law Firm Group serves more than 50,000 attorneys and 700 law firms across the US and UK.