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Lisa (. Email & Phone Number

Portfolio Manager | Trader | Marketing at Woodstock Corporation
Location: North Reading, Massachusetts, United States 4 work roles 2 schools
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Current company
Woodstock Corporation
Role
Portfolio Manager | Trader | Marketing
Location
North Reading, Massachusetts, United States
Company size
40 employees

Who is Lisa (.? Overview

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Quick answer

Lisa (. is listed as Portfolio Manager | Trader | Marketing at Woodstock Corporation, a company with 40 employees, based in North Reading, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Lisa (..

Lisa (. previously worked as Portfolio Manager | Trader | Marketing & Sales at Woodstock Corporation and Portfolio Manager | Trader at Bny Mellon Wealth Management. Lisa (. holds Master’S Degree, Business Administration And Management, General from Boston University.

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Email format at Woodstock Corporation

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Woodstock Corporation

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Profile bio

About Lisa (.

Portfolio Manager/Trader/Analyst with marketing responsibilities for a private wealth management firm/family office located in Boston. I manage, analyze and trade equities and fixed income securities. I specializing in taxable fixed income. My experience includes working with high net worth individuals, family offices, endowments, foundations, ERISA and insurance accounts. Specialties: Investment Management | Taxable Fixed Income | Equities I High Net Worth Accounts | Family Offices | Endowments | Foundations | Client Services Views, likes, and comments on my LinkedIn page are my personal views and not those of Woodstock Corporation.

Current workplace

Lisa (.'s current company

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Woodstock Corporation
Woodstock Corporation
Portfolio Manager | Trader | Marketing
North Reading, MA, US
Website
woodstockcorp.com
Employees
40
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4 roles · 31 years

Lisa (. work experience

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Portfolio Manager | Trader | Marketing & Sales

Current
Woodstock Corporation

Boston, MA

2017 - Present ~9 yrs 4 mos

Portfolio Manager | Trader

Bny Mellon Wealth Management

Boston, MA

In a hybrid role, invested, managed and traded fixed income securities. Oversaw passive taxable trading platform and managed investments. Developed and managed portfolios in accordance with IPS and client objectives and designated benchmarks. Served as a fixed income subject matter expert for field offices. Educated account managers, on investment.

1998 - 2016 ~18 yrs

Senior Relationship Manager

Mellon Private Wealth Management

Boston, MA

Founding Team Member in establishing Mellon Banks Boston Family Office.

1995 - 1998 ~3 yrs
Team & coworkers

Colleagues at Woodstock Corporation

Other employees you can reach at woodstockcorp.com. View company contacts for 40 employees →

SV Sandi Vandusen Sandi Vandusen Colleague at Woodstock Corporation Thames Centre, Ontario, Canada, Canada View → AW Alex Whybrow Alex Whybrow Colleague at Woodstock Corporation Shrewsbury, England, United Kingdom, United Kingdom View → PS Paul Simpson Paul Simpson Colleague at Woodstock Corporation Boston, Massachusetts, United States, United States View → PM Peter Mortsell Peter Mortsell Colleague at Woodstock Corporation Boston, Massachusetts, United States, United States View → PH Peter Hartzel Peter Hartzel Colleague at Woodstock Corporation Dedham, Massachusetts, United States, United States View → EW Elizabeth Wakefield Elizabeth Wakefield Colleague at Woodstock Corporation Toronto, Ontario, Canada, Canada View → KB Kevin Baltimore Kevin Baltimore Colleague at Woodstock Corporation North Charleston, South Carolina, United States, United States View → PH Peter Hartzel Peter Hartzel Colleague at Woodstock Corporation Boston, Massachusetts, United States, United States View → JH Jimi Hendrix Jimi Hendrix Colleague at Woodstock Corporation Greater Paris Metropolitan Region, France View → PA Patrick Anderson Patrick Anderson Colleague at Woodstock Corporation Niceville, Florida, United States, United States View →
2 education records

Lisa (. education

Master’S Degree, Business Administration And Management, General

Boston University
FAQ

Frequently asked questions about Lisa (.

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

What company does Lisa (. work for?

Lisa (. works for Woodstock Corporation.

What is Lisa (.'s role at Woodstock Corporation?

Lisa (. is listed as Portfolio Manager | Trader | Marketing at Woodstock Corporation.

Where is Lisa (. based?

Lisa (. is based in North Reading, Massachusetts, United States while working with Woodstock Corporation.

What companies has Lisa (. worked for?

Lisa (. has worked for Woodstock Corporation, Bny Mellon Wealth Management, and Mellon Private Wealth Management.

Who are Lisa (.'s colleagues at Woodstock Corporation?

Lisa (.'s colleagues at Woodstock Corporation include Sandi Vandusen, Alex Whybrow, Paul Simpson, Peter Mortsell, and Peter Hartzel.

How can I contact Lisa (.?

You can use AeroLeads to view verified contact signals for Lisa (. at Woodstock Corporation, including work email, phone, and LinkedIn data when available.

What schools did Lisa (. attend?

Lisa (. holds Master’S Degree, Business Administration And Management, General from Boston University.

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