Role listed
C&C Productions
AeroLeads people directory · profile
Lisa Macbeth Email & Phone Number
Investment Advisor at Capital Strategies
at
C&C Productions
1 work email found
@csomtx.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor at Capital Strategies
Location
Austin, Texas, United States
Who is Lisa Macbeth? Overview
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Quick answer
Lisa Macbeth is listed as Investment Advisor at Capital Strategies at C&C Productions, based in Austin, Texas, United States. AeroLeads shows a work email signal at csomtx.com and a matched LinkedIn profile for Lisa Macbeth.
Lisa Macbeth previously worked as Investment Advisor at Capital Strategies, Beyond Wealth and Financial Advisor at National Financial Network. Lisa Macbeth holds Bachelor Of Arts - Ba, Political Science from Dickinson College.
Company email context
Email format at C&C Productions
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{first_initial}{last}@csomtx.com
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AeroLeads found 1 current-domain work email signal for Lisa Macbeth. Compare company email patterns before reaching out.
Profile bio
About Lisa Macbeth
About LisaLisa has worked in the financial services industry in complementary capacities since graduating from college.She began her career at Smith Barney, and worked primarily as an equities trader in capital markets for Citigroup, and later for a hedge fund housed at Oppenheimer & Co. She holds a BA in Political Science and French from Dickinson College, and an MBA in Finance from the University Of Connecticut School Of Business.Lisa enjoys complex problem solving and continuous learning, and loyally supports programs and institutions which assist people in educating themselves and improving their lives. She is passionate about educating individuals so they may feel comfortable making well-informed decisions in any capacity related to finance.She has consulted for NGOs in SE Asia on small scale social enterprise development and volunteered GED tutoring services at domestic violence shelters in NYC and CT. She has devoted the majority of her volunteer time in the last seven years to the Kota Alliance, a NYC based non-profit incubator for women. She has also served as a recurrent guest lecturer on personal finance at a STEM incubator for underserved youth in NYC.Lisa plays tennis regularly and enjoys travelling, and spending time with her dog and family.
Listed skills include Investments, Equities, Management, Public Speaking, and 20 others.
Current workplace
Lisa Macbeth's current company
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7 roles · 28 years
Lisa Macbeth work experience
A career timeline built from the work history available for this profile.
Investment Advisor
CurrentI am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane, Ste. 250. (512) 346-6020.For licensing information: https://csomtx.com/licensing/
Aug 2021 - Present
Financial Advisor
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 990 Stewart Avenue, Suite 200, Garden City, NY 11530, 516-745-5600. Securities products/services and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PASis a.
May 2016 - Aug 2021
Founder
Affordable Housing For Young Professionals
Developed hybrid enterprise model of private investment and quasi-private subsidy to house young working professionals at approximately 16-20% below market rate for same type housingRaised seed capital for initial project in 2008Rehabilitated, leased and managed $4.43 mm of unused real estate from local stakeholder Created standard operating procedures for.
Oct 2007 - Mar 2016
Hedge Fund Trader
Oppenheimer
Assisted in management of trading operations growth as fund grew from $500 million to $4 billionEmployed Excel based asset management tracking, assisted in development of technical trading upgrades and installation of information platforms for domestic and foreign tradingHeld Series 7, 63 and 24 for three person trading teamManaged and trained junior.
Jul 2001 - May 2007
Equities Trader
Citigroup - Smith Barney
Contributed to an increase of 35% in Profit and Loss book working in two person teamResponsible for proper execution and representation of firm’s retail and agency order flow in compliance with SEC regulations
2000 - 2001
~1 yr
Trader
Calvert Investments/ The Advisors Group
1998 - 2000
~2 yrs
2 education records
Lisa Macbeth education
Bachelor Of Arts - Ba, Political Science
Dickinson College
Master Of Business Administration - Mba, Finance
University Of Connecticut School Of Business
FAQ
Frequently asked questions about Lisa Macbeth
Quick answers generated from the profile data available on this page.
What company does Lisa Macbeth work for?
Lisa Macbeth works for C&C Productions.
What is Lisa Macbeth's role at C&C Productions?
Lisa Macbeth is listed as Investment Advisor at Capital Strategies at C&C Productions.
What is Lisa Macbeth's email address?
AeroLeads has found 1 work email signal at @csomtx.com for Lisa Macbeth at C&C Productions.
Where is Lisa Macbeth based?
Lisa Macbeth is based in Austin, Texas, United States while working with C&C Productions.
What companies has Lisa Macbeth worked for?
Lisa Macbeth has worked for C&C Productions, Capital Strategies, Beyond Wealth, National Financial Network, Affordable Housing For Young Professionals, and Oppenheimer.
How can I contact Lisa Macbeth?
You can use AeroLeads to view verified contact signals for Lisa Macbeth at C&C Productions, including work email, phone, and LinkedIn data when available.
What schools did Lisa Macbeth attend?
Lisa Macbeth holds Bachelor Of Arts - Ba, Political Science from Dickinson College.
What skills is Lisa Macbeth known for?
Lisa Macbeth is listed with skills including Investments, Equities, Management, Public Speaking, Finance, Social Media, Leadership, and Strategic Planning.
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