Lisa is a Managing Director on the Investment Team focusing on portfolio management and impact investing. Prior to Truvvo, she served as a Managing Director and Member of Post Rock Advisors, a boutique wealth management firm. Prior to Post Rock, Lisa was a member of the Investments Office of The Rockefeller University, initially focusing on private investments and ultimately serving as Chief Investment Officer. Prior to moving to asset management, Lisa worked in the Public Finance Department of Standard & Poor’s where she rose to the level of Director and Group Head of the Higher Education and Nonprofit Group, with managerial responsibility for all rating activity for educational institutions, foundations, museums, and other cultural organizations.
Lisa earned her Master of Business Administration from New York University and graduated with a Bachelor of Arts from Brown University. She serves as a member of the Investment Committee of the American Council of Learned Societies and previously served as a member of the Finance Committee of the Calhoun School. Lisa enjoys biking the loop in Central Park, travel, and checking out new restaurants in New York City.