Lisa is a Wealth Planner at the firm.
Lisa rejoined Ballentine Partners in January 2021 after working for the firm previously from 2010–2014. In her six years prior to rejoining Ballentine, Lisa worked as a Financial Advisor in Williamstown, MA, with MountainOne Investment Group, serving members of the local community with their financial planning and investment needs. Before moving back to the Berkshires, Lisa was a Wealth Planner in our Waltham office. Lisa earned a Master of Science in Financial Planning (MSFP) from Bentley University’s McCallum Graduate School of Business and a Bachelor of Arts in Economics from Assumption College. Lisa is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Lisa lives in North Adams, MA, with her husband, Kevin, and their young son. She is committed to supporting her community, including serving on the board of a small nonprofit that helps local cancer patients, and she is active in the youth and high school basketball programs.