As a member of Washington Trust’s Private Clients Group, Lisa serves successful individuals and their families, business owners, executives, foundations, and endowments throughout the New England region. She and her wealth management colleagues work with clients and their advisors to develop financial solutions and planning strategies utilizing Washington Trust Wealth Management’s comprehensive suite of services, including investment management, financial planning, trust and estate planning, as well as the Bank’s deposit and lending services.
Lisa joined Washington Trust in 2021 after serving as a Senior Vice President Private Client Manager in the Boston market for a national corporate, institutional, and wealth advisory service provider. Prior to that she held similar roles in Commercial Banking and as a Private Client Advisor throughout the Greater Boston region.
Lisa holds a Bachelor of Science degree in Finance and Master of Business Administration from the University of Connecticut in Storrs, Connecticut, and completed a Master of Business Administration program at École Supérieure de Commerce de Lyon, Lyon, France
Lisa is active in the Greater Boston Chamber of Commerce Women’s Network Advisory Board, recently serving two terms as a Board member, and has raised funds for the Fundraising Board of the American Cancer Society Hope Lodge as a member of that Board. She has also provided many volunteer hours at the Greater Hartford Food Bank and Cradles for Crayons.
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