Lisa has over 15 years of experience in the investment management industry. Prior to joining Lyell Wealth Management, Lisa was a Regional Sales Office Supervisor at BNY Mellon Wealth Management. Lisa joined BNY in 2016 when it acquired Atherton Lane Advisers, where she was the Office Manager for 9 years.
Lisa lives in San Jose with her partner, Son, and her two adult children, Austin, who attends the Haas School of Business at the University of California–Berkeley, and Maui, who is in training to become a long-haul trucker. Lisa enjoys taking early morning drives to the beach and traveling.