Lisa joined Silicon Valley Capital Partners as a Principal in March 2020 where she is focused on all aspects of client engagement.
Lisa joins SVCP with nearly 10 years in the financial services industry. Prior to joining SVCP, she spent 5 years at Scharf Investments where she was responsible for financial planning, fixed income analysis and compliance.
Prior to moving to the Bay Area in 2014, Lisa worked as an Investment Analyst and Client Service Associate at Nicholas Hoffman & Company, a multi-family office in Atlanta, GA.
Lisa completed her Bachelor of Science degree in Mathematics and Engineering Science from Vanderbilt University and her Masters Degree in Finance from Georgia State University.
She received her CFP® certification in 2018.