Lisa is one of our firm’s founders and serves as our President and Chief Operating Officer. Lisa has held senior leadership positions across firm operations, sales, client service, marketing, product development, finance, mergers and acquisitions, brand initiatives, product solutions and data driven initiatives in the investment industry. She has worked with mutual funds, mutual fund complexes, mutual fund Boards, Institutional and Retail investors inclusive of all investment type structures such as hedge funds, hedge fund of funds, ETF’s, separate accounts, commingled funds, private equity funds, all active funds and index funds in her thirty-plus year career.

Lisa’s experience includes senior leadership roles at BancOne Investment Advisors, J.P. Morgan Asset Management, Evergreen Investments (Wachovia Corporation), Wells Fargo Capital Management and Wells Fargo Funds Management Group as well as Diamond Hill Capital Management.  As COO at Diamond Hill, Lisa drove the implementation of strategic initiatives while also leading the firm’s operations, product, marketing, client service and sales capabilities. Lisa was a member of the Executive Leadership Team and an officer of the public corporation (DHIL).

Lisa received an MBA from The Ohio State University and a B.S. in Finance from Franklin University.

Lisa and her husband Kurt reside in Bexley, Ohio and have two grown children.