Lisa Marcus Email & Phone Number

Greater New York City Area

• Responsible for building and developing investment and trust relationships with individuals, families and foundations, with a particular focus on the ultra-high-net-worth market in Greater New York and Florida

• Generated new business as consistent top producer for firm, with annual revenues ranging $1M - $2.5M
• Selected by senior management as one of original founding officers to successfully open new office in Boca Raton, FL making significant inroads to wealth market
• Relied upon by senior management as main thought leader for firm

• Co-managed and developed asset management relationships for foundations, families and other high net-worth clients
• Provided asset allocation, executed transactions for multiple asset classes, and coordinated multi-generational wealth planning
• Advised families of inherited and entrepreneurial wealth as relationship manager

Greater New York City Area

• Generated new recurring fee revenue exceeding $1M annually since 1996
• Ranked first for several years in the Intellitrust Sales Comparative Survey – the national survey of companies that serve the high net worth market

• Counseled high net worth individuals, senior corporate executives, and business owners on financial planning issues including retirement and asset appreciation strategies, as well as income and estate tax.
• Implemented recommendations through Company investment management products

• Accounted for personal finances of firm’s largest individual clients including cash management and estate planning; also prepared all related income tax returns

• Specialized in audits of broker-dealer clients. Assisted in the planning and coordination of audit engagements leading to the preparation of financial statements with SEC and GAAP requirements

Bsba, Accounting & Finance

Certificate - Financial Planning

Certificate - Foundations Of Investment Mangagement, Graduate School Of Business Us Trust