In her role as Director of Operations for Vantage Point Advisors, Lisa’s responsibilities include investment management and trade execution.  Lisa also takes a management and supervisory role for the areas of portfolio accounting and reporting.  Beyond the scope of operations, Lisa is an integral member of Vantage Point Advisors’ investment committee as she manages the firm’s model portfolios, conducts investment research and participates in portfolio management decisions.
Lisa has worked in the financial services industry since 1996.  Lisa's career in investments began at Valley Forge Asset Management Corp. where she worked for five years as a portfolio assistant, trader and portfolio manager.   In 2000, Lisa relocated to the Washington, DC area to join Nye, Parnell and Emerson where she continued to work as a portfolio manager, focusing on large cap equities and individual bonds. 

In 2003, Lisa went on to attain the CERTIFIED FINANCIAL PLANNER™ designation to more fully understand and integrate the comprehensive nature of wealth management.  In 2004, Lisa joined Penn Mutual Life Insurance Company in Horsham, PA, where she worked as the director of the Company's investment advisory unit and oversaw the development of the financial planning operation.  Lisa went on to join the investments department at Penn Mutual and served as the corporate bond portfolio manager for Penn Mutual's general account, overseeing a $2 billion bond portfolio.  Immediately prior to joining Vantage Point Advisors, Lisa worked as an independent financial advisor.

Lisa holds a MBA, with a concentration in investment management from Drexel University and a BA from Elizabethtown College.