A graduate of Middle Tennessee State University with a bachelor of science degree (magna cum laude), Lisa began her career as a Margin Trading Specialist with J.C. Bradford, a Nashville-based investment banking and brokerage firm.
Prior to joining Encompass Advisors, Lisa was a Portfolio Operations Manager for a wealth management firm providing services and operational support for affiliated Registered Investment Advisors.
With a keen attention to detail and a passion for
problem-solving, Lisa specializes in database systems optimization and process documentation for investment management firms across the country.
Always eager to embrace a new challenge, she has managed multiple software and database conversions and implementations throughout her career.