Investment Advisor

Lisa Green

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Lisa is a Senior Investment Advisor at Sunpointe Investments.  Her experience includes a Chief Investment Officer role for a single-family office based in New York, focusing on all aspects of the investment and due diligence process and is responsible for oversight of the family’s investment portfolio across all asset classes.

Prior to this role, Lisa was a wealth management adviser and private banker at both Credit Suisse First Boston and Donaldson Lufkin & Jenrette.  Lisa earned her MBA in Finance from The Wharton School of Business at The University of Pennsylvania and graduated from Northwestern University with a BA in Economics and a minor in French.

Lisa Green
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