Lisa is responsible for managing members of the Client Services team and for the administration of trust and investment management relationships. She works closely with other members of the team customizing services to meet each client’s unique needs. She also oversees the delivery of administrative services, which includes reporting, cash transfers and security movement.
Prior to joining Chevy Chase Trust, Lisa worked in the trust departments of Crestar Bank and Sandy Spring National Bank, handling the administration of personal trust and investment management accounts. Lisa has 19 years of trust experience.
Lisa is a graduate of the University of Maryland.