Lisa has over 16 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 enjoys taking early morning drives to the beach and traveling.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
