Lisa James
My passion for people, psychology and numbers, led me to study economics in college. I enjoyed the way it brings math together with human behavior and politics.
A move to New York City landed me on Wall Street where I started my financial career at Lehman Brothers. I was selected to build and run a number of businesses including the Asset-Backed Securities desk, which I built to a number one market ranking. As one of the few senior women on Wall Street, I relished the opportunity to do what I do best—pulling together a wide range of information in order to develop productive strategies for clients.
I believe good investing is not a dry process based just on money but can be a rich experience involving discussions of values, hopes and fears. I am excited about using my experience as a professional woman, as well as a wife and mother, to advise others in a holistic way.