Lisa A Russell

About Lisa A Russell

I am a Senior Investment Professional that has a passion for helping high-net worth individuals, managed agency accounts, trusts, foundations and endowments reach their investment goals. The world is constantly changing and so is the investment landscape. I am an adaptable, innovative thinker who leverages market knowledge and experience to deliver a customized investment experience. In order to adjust to these changing landscapes I do extensive manager due diligence on Mutual Funds, ETFs, Separately Managed Account Managers, Hedge Funds, Private Equity, Private Debt and Venture Capital.

Experience

1. Chief Investment Officer

   Peak Trust Company

   May 2008 — Present · Seattle, WA, US

   I developed and manage the investment program for Peak Trust Company. I am responsible for all economic, industry and credit research. Liaise regularly with Trust Officers, Operations, Chief Compliance Officer and Internal and State Auditors- Due diligence on outside asset managers including mutual funds, ETFs, separately managed account managers, and alternative investment providers- Design customized portfolios and help manage relationships to meet our clients goals- Implemented a Unified Managed Account (UMA) platform to help with tax-efficiency and customization of portfolios- Execute individual bond purchases and direct all equity, mutual fund, and/or ETF trades on a daily basis- Research and manage third-party vendor relationships that impact investment management- Collaborate with trust officers to create investment objectives for incoming accounts- Do a detailed review of managed accounts yearly and present findings at a monthly trust committee meeting- Lead our investment personnel.

Education

• USC Marshall School of Business

  Bachelor’s Degree, Finance

  1996

• Emory University - Goizueta Business School

  Master of Business Administration (M.B.A.), Finance and Investments

  2003

Skills

• Fixed Income
• Investment Strategies
• Alternative Investments
• Private Equity
• Asset Managment
• Asset Management
• Investments
• Correlation Analysis
• Trading
• International Investment
• Financial Modeling
• Due Diligence
• Portfolio Management
• Hedge Funds
• Investment Management
• Equities
• Equity Research
• Capital Markets
• Wealth Management
• Venture Capital
• Securities
• Investment Advisory
• Asset Allocation
• Mutual Funds
• Bonds