Lisa Mullaney

Lisa serves as Director of Strategic Client Development for the Business Transition Advisory Team. She is responsible for helping high-net-worth business owners navigate through the transition/sale process, focusing on both the personal and financial impacts before and after transition. 

Lisa previously served as Senior Director at Bank of New York Mellon and was responsible for strategic development of multi-generational families and established foundations and institutions. Lisa began her 20+ year financial services career in private equity and mergers and acquisitions and has broad experience across wealth management including estate planning, portfolio management, balance sheet optimization, debt strategies, business sales, and divorce protection.