Lisa Matson
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Lisa Matson Email & Phone Number

Chief Legal Officer, Vice President and Secretary at TIFF Investment Management
Location: Greater Philadelphia, United States, United States 7 work roles 2 schools
1 work email found @tiff.org LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email l****@tiff.org
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Current company
TIFF Investment Management
Role
Chief Legal Officer, Vice President and Secretary
Location
Greater Philadelphia, United States, United States
Company size
96 employees

Who is Lisa Matson? Overview

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Lisa Matson is listed as Chief Legal Officer, Vice President and Secretary at TIFF Investment Management, a company with 96 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at tiff.org and a matched LinkedIn profile for Lisa Matson.

Lisa Matson previously worked as General Counsel, Vice President & Secretary at Tiff Investment Management and Member at Chief. Lisa Matson holds Ba, Magna Cum Laude from Carleton College.

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Email format at TIFF Investment Management

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{first_initial}{last}@tiff.org
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Profile bio

About Lisa Matson

Manage legal and compliance departments for mid-sized investment adviser as a business-oriented member of the senior management team to foster a collaborative partnership. Manage boards of directors and oversee corporate governance functions. Respected leader employing a team-oriented and practical approach to mitigate risk, reduce costs, leverage creativity, and achieve collective buy-in from multiple stakeholders. Oversee, empower, and enable legal and compliance teams to function as engaged partners finding the best path to successful business outcomes.Executive Leadership and Corporate Governance Responsibilities.• Advise senior executive leadership responsible for overall corporate strategy, vision, and succession planning regarding business and legal challenges within an industry that is undergoing substantial consolidation and significant disruption. • Oversee human capital management matters including diversity, employment policies, investigations, hiring, and redundancies. • Manage board of directors meetings and governance matters for registered investment adviser and mutual funds.• Anticipate and identify legal risks and recommend practical mitigation strategies.Legal and Compliance Leadership and Management Responsibilities. • Constructively partner with the business. • Manage and oversee internal/external legal and compliance counsel and consultants.Litigation Management and Mitigation.• Oversee all litigation matters, claims, and disputes.Regulatory Compliance.• Oversight of firm SEC, DOJ, and other regulatory audits, exams, and inquiries.Securities Regulation –Investment Funds, Products, and Advisory Business. • Oversee regulatory functions and day-to-day legal matters for registered investment adviser, registered and private investment funds, private equity funds, separately managed accounts, and high net worth clients.• Transactional practice includes overseeing or leading negotiation of fund agreements, selling agreements, advisory agreements, corporate, master services agreements, IT, NDA/confidentiality, licensing, real estate, distribution platform, employment, and other contracts.

Listed skills include Securities Regulation, Mutual Funds, Investment Company Act, Investment Management, and 13 others.

Current workplace

Lisa Matson's current company

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TIFF Investment Management
Tiff Investment Management
Chief Legal Officer, Vice President and Secretary
Philadelphia, PA, US
Website
tiff.org
Employees
96
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7 roles · 29 years

Lisa Matson work experience

A career timeline built from the work history available for this profile.

General Counsel, Vice President & Secretary

Current
Tiff Investment Management

Radnor, PA, US

Responsible for legal and compliance departments of TIFF, a private equity and OCIO investment advisory firm that manages investment portfolios exclusively for non-profit institutions. General Counsel and Management Committee team member advising executive leadership responsible for corporate strategy, vision, and business and legal challenges. Manage.

2020 - Present ~6 yrs 5 mos

Member

Current
Chief

New York, NY, US

2019 - Present ~7 yrs 5 mos

General Counsel, Chief Legal Officer & Senior Partner

Penn Capital Management Company, Inc.

Philadelphia, Pennsylvania, US

  • General Counsel and Executive Team Member responsible for all aspects of legal and compliance matters of mid-sized registered investment adviser and investment companies. Manage adviser and fund boards of directors and.
  • Hired as first in-house counsel and consolidated legal and compliance resources and personnel to provide proactive, practical, and preventative solutions in a complex regulatory environment.
  • Managed and oversaw board meetings and governance for both Penn Capital and its funds.
  • Successful negotiation resulted in no material findings from SEC examination audit of registered investment adviser.
  • Oversaw litigation avoidance and risk mitigation practices.
  • Developed, launched, and implemented legal and compliance program for firm’s registered investment companies.
2014 - 2020 ~6 yrs

Avp And Senior Counsel

Lincoln Financial Group

Radnor, PA, US

Assistant Secretary of the Lincoln Variable Insurance Products Trust, Lincoln Advisors Trust and Lincoln Investment Advisors, Inc. Senior Counsel responsible for all aspects of legal, regulatory, and compliance oversight for registered investment adviser to over 200 investment companies and separate accounts in the insurance industry during period of.

2012 - 2014 ~2 yrs

Associate Counsel

Vanguard

Valley Forge, PA, US

Investment Company Act of 1940 and Investment Advisers Act of 1940 specialization. Associate counsel responsible for all legal and regulatory aspects of registered investment companies and advisers. Focus areas included preparing fund and advisory product launches, fund mergers, and complex-wide proxies; overseeing international products and affiliates.

2002 - 2012 ~10 yrs

Associate

Stradley Ronon

Philadelphia, PA, US

Associate counsel responsible for supporting multiple partners at nationally recognized investment management practice. Advised on complex regulatory matters; conducted SEC negotiations; launched and merged registered investment companies; trained and mentored junior lawyers and paralegals; prepared regulatory filings and complex-wide proxies; and.

1997 - 2002 ~5 yrs
Team & coworkers

Colleagues at TIFF Investment Management

Other employees you can reach at tiff.org. View company contacts for 96 employees →

NM Ned M. Ned M. Colleague at Tiff Investment ManagementBoston, Massachusetts, United States, United States View → KS Kevin Scott Kevin Scott Colleague at Tiff Investment ManagementLansdale, Pennsylvania, United States, United States View → JP Jessica Portis, Cfa Jessica Portis, Cfa Colleague at Tiff Investment ManagementSt Charles, Missouri, United States, United States View → DW Daniel Wilkinson Daniel Wilkinson Colleague at Tiff Investment ManagementDevon, Pennsylvania, United States, United States View → KB Kane Brenan Kane Brenan Colleague at Tiff Investment ManagementVillanova, Pennsylvania, United States, United States View → MG Maria Garrabrant Maria Garrabrant Colleague at Tiff Investment ManagementChadds Ford, Pennsylvania, United States, United States View → BM Bud Mcnabb Bud Mcnabb Colleague at Tiff Investment ManagementDalton, Georgia, United States, United States View → AB Alexander Barenboim, Mba Alexander Barenboim, Mba Colleague at Tiff Investment ManagementUnited States, United States View → JB Jessica Bolster Jessica Bolster Colleague at Tiff Investment ManagementBoston, Massachusetts, United States, United States View → SG Samantha Gross, Cfa Samantha Gross, Cfa Colleague at Tiff Investment ManagementBoston, Massachusetts, United States, United States View →
2 education records

Lisa Matson education

Ba, Magna Cum Laude

Carleton College

Jd, Law

University Of Pennsylvania
FAQ

Frequently asked questions about Lisa Matson

Quick answers generated from the profile data available on this page.

What company does Lisa Matson work for?

Lisa Matson works for TIFF Investment Management.

What is Lisa Matson's role at TIFF Investment Management?

Lisa Matson is listed as Chief Legal Officer, Vice President and Secretary at TIFF Investment Management.

What is Lisa Matson's email address?

AeroLeads has found 1 work email signal at @tiff.org for Lisa Matson at TIFF Investment Management.

Where is Lisa Matson based?

Lisa Matson is based in Greater Philadelphia, United States, United States while working with TIFF Investment Management.

What companies has Lisa Matson worked for?

Lisa Matson has worked for Tiff Investment Management, Chief, Penn Capital Management Company, Inc., Lincoln Financial Group, and Vanguard.

Who are Lisa Matson's colleagues at TIFF Investment Management?

Lisa Matson's colleagues at TIFF Investment Management include Ned M., Kevin Scott, Jessica Portis, Cfa, Daniel Wilkinson, and Kane Brenan.

How can I contact Lisa Matson?

You can use AeroLeads to view verified contact signals for Lisa Matson at TIFF Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Lisa Matson attend?

Lisa Matson holds Ba, Magna Cum Laude from Carleton College.

What skills is Lisa Matson known for?

Lisa Matson is listed with skills including Securities Regulation, Mutual Funds, Investment Company Act, Investment Management, 529 Plans, Investments, Investment Advisers Act, and Corporate Governance.

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