Lisa is the Vice President-Operations for Steinberg Investment Group LLC. Her responsibilities include all aspects of account maintenance for IRA's, Estate Accounts, Investment Accounts as well as tax reporting valuations. Her experience, as well as the latest technology, allow her to efficiently work innovative solutions for clients' account management needs. Connecting with clients' account management needs to resolve complex account inquiries is her specialty. She supports Steinberg Investment Group LLC in all aspects of the operational and administrative process with professional expertise.
Lisa graduated from the University of Oregon. She comes from a family generation of those working on Wall Street. With 20 years experience in Financial Services she brings a varied background of experience that includes nearly 5 years as a bond trader, working as a financial advisor, and then as part of a large investment team. This enables Lisa to bring all aspects of these business experiences together to help clients understand the benefits available to them in their investment accounts. She has her Series 7,63 and 65 held with LPL Financial.
Lisa lives in Portland and enjoys riding her horse in the country. She has been a member of the USHJA for over 18 years. She is a born and raised Oregonian that enjoys the arts, good food, as well as volunteering in her local community.