Lisa Andrea

As a Client Service Associate, Lisa supports Client Service Specialists and Advisors through a range of administrative and operational responsibilities. Duties include assisting with account openings, processing money movements, coordinating with custodians, accountants, and other professionals, maintaining client records, tracking task completion, and updating internal systems with client information.

She also prepares materials for client and prospect meetings, organizes client documentation, and supports office operations by greeting visitors and managing incoming calls. Lisa performs assigned responsibilities in accordance with firm policies and procedures and maintains the confidentiality of client information.