Lisa is responsible for collaborating with portfolio managers and client service teams to deliver a high level of customized fiduciary services for multi-generational families and individuals in diverse locations with diverse needs. When Boston Trust Walden serves as Corporate Trustee, Lisa oversees our fiduciary duties to ensure that they are carried out in accordance with trust provisions, fiduciary standards, and in compliance with federal and state tax laws. Lisa serves as chair of the Trust & Investment Committee and is a member of the Wealth Strategies Committee.
Lisa began her career in 2000 and joined Boston Trust Walden in 2021. She previously worked at the Boston law firms of Verrill Dana LLP, Choate, Hall & Stewart LLP, and WilmerHale. She started her career with a boutique estate planning law firm in Wellesley, Massachusetts. Lisa earned a BA in Economics and Political Science from Fordham University. She holds the professional designations of Certified Trust and Financial Advisor (CTFA) and Chartered Advisor in Philanthropy (CAP®).