Lisa Stuver

Lisa is a Senior Vice President and Senior Managing Director of a Wealth Management Advisory team. She has over 30 years of experience in the banking and wealth management industries. She leads a multidisciplinary team of professionals who provide holistic wealth management advise to high-net-worth individuals and families incorporating investment management, fiduciary, banking, wealth advisory and philanthropic services to help clients achieve their financial goals.

Before moving into her current role, Lisa was a Senior Banking Director at Northern Trust. In that role she led a team of banking professionals responsible for delivering banking and customized lending solutions to high-net-worth individuals and families. Prior to joining Northern Trust in 2012, Lisa was a Vice President and Banker in the Private Wealth Management group at JPMorgan. Prior to that, Lisa was an Assistant Vice President in the Foreign Exchange and International Treasury department at The Bank of Tokyo – Mitsubishi, Ltd. In that role she was responsible for trading, loan funding and Institutional Sales to financial institutions and large corporations, as well as Central Banks throughout Latin America.

Lisa is on the on the Board of Directors of Junior Achievement Chicago, a non-profit organization that helps to provide children lessons in financial literacy, work and career readiness, and entrepreneurship. She also helps to feed the homeless as a volunteer with Housing Forward.

2012

Lisa earned her Bachelor of Business Administration degree in General Business from the University of Wisconsin – Whitewater, with a Minor in Spanish, an Emphasis in Economics and an Emphasis in International Business. Lisa is fluent in Spanish.

Lisa holds a Certified Private Wealth Advisor© designation, obtained through the Investments and Wealth Institute™ and administered by The University of Chicago Booth Graduate School of Business. Lisa is a member of the Investments and Wealth Institute™. Lisa has previously held Series 7 and 63 licenses.