Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Business Operations Associate
(518)-482-5777
Lisa is the Office Operations Manager at Atlas Private Wealth Management. Lisa works collaboratively with the Director of Wealth Management to manage the overall Albany office operations to support the needs of our clients and associates.
Prior to joining Atlas, Lisa most recently worked for the New York State Supreme Court and at Clarkson University’s Capital Region Campus in the Bioethics Department. She has also devoted many hours over the years volunteering at her children’s school and sports activities, and currently serves on the Board of their local Pop Warner organization.
Lisa graduated from The College of Saint Rose with a Bachelor of Science in Business Management.
Lisa lives in Altamont, NY with her fiancé and her four children. She enjoys attending sporting events for her children and spending time with family and friends. Lisa also loves to read and write and enjoys traveling.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
