Lisa Thors
Senior Portfolio Manager @Fiduciary Trust International
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WORK HISTORY
Senior Portfolio Manager @Fiduciary Trust International
Lincoln, MA, US
EDUCATION
Yale University
Bachelor of Arts - BA, American Studies (Literature)
Harvard Business School
MBA
ABOUT LISA THORS
I am a senior investment professional and strategic Relationship Manager advising large and sophisticated foundation, endowment and private wealth clients and overseeing $5bn+ in AUM that generated over $35mm in annual revenue. I have a demonstrated track record of growing business with a particular focus on multi-asset solutions and alternative investments, including private equity, venture capital and hedge funds. I am known for being an investment focused relationship manager, and a trusted advisor to institutions and families. In addition, I bring a strong fiduciary mindset as a board and committee member on several eleemosynary and governmental institutions.CORE COMPETENCIES- Building trusted relationships- Developing strategic investment solutions for taxable and tax-exempt clients- Knowledge of estate and tax planning strategies- Alternative investments, including private equity, VC and hedge funds- Fiduciary mindset- Cross functional collaborationSELECT ACHIEVEMENTS- Oversaw 50 institutional clients representing $5B+ in AUM and $35M in annual revenue - Consistently produced annual top line revenue growth and net growth overall despite structural headwinds- Coached and developed colleagues ranging from early career analysts to mid-career managers- Responsible for securing first-time investment from a $15B NYC foundation for a venture capital fund for diverse (primarily Black and Brown) founders and entrepreneurs- Led development and raised seed capital to launch MLP strategy and multi-asset core strategy for taxable clients
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