Lisa is a Client Associate with Sunpointe Investments. She assists clients with all things managerial and administrative, primarily working with Matt Zeigler. She values simplicity, accuracy, and bringing a human touch to essential tasks.
Prior to Sunpointe, Lisa worked for Bank of America Merrill Lynch as a Wealth Management Client Associate and Resident Director’s Assistant.
She started her finance career as a Bank of Boston receptionist at the age of 19. She held support roles across the enterprise, joined Bank of Western Massachusetts as a Word Processing Manager, and then took four years off to be a mom. She restarted her professional career in the North Carolina school system, teaching library research skills to high school students. After relocating to Massachusetts, she became an Executive Assistant at Bank of America, and later joined Matt in 2017 in the Wealth Management division.
Outside of work, Lisa enjoys reading, cars, and horses. You can find Lisa with her husband Bob at the Stafford Spring Raceway, playing board games with her adult children, and cheering on all of her beloved Boston sports teams.