Lisa Weiss
Manager of Internal Portfolio Manager Group at Regions Private Wealth Management
- Role
- Manager of Internal Portfolio Management Group at Regions Bank
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About Lisa Weiss
Over 40 years of experience in portfolio management, asset valuation, investment banking, alternative investments and business consulting.Over 30 years of volunteering with CFA Institute. Recipient of the Donald L. Tuttle Award for Grading Excellence from the CFA Institute in recognition of her contributions in grading the CFA examinations. Contributing author to the third edition of Managing Investment Portfolios: A Dynamic Process. Founded and ran two broker/dealers: Black Knight Ventures, Inc. and Athena Capital Partners, Inc, both investment banking firms.Brought investment opportunities to foreign nationals who seek permanent US resident status (green card) through the EB-5 immigration path. Performed business valuation for closely held companies, typically used in setting up trusts and other estate planning tools.Fairness opinions for corporate transactions.Prior service on the Council of Examiners for CFA Institute. Phi Beta KappaFluency in Spanish and French
Experience
Manager of Internal Portfolio Management Group
Jan 2025 — Present · Birmingham, AL, US
Education
Trinity University
MBA, Finance
1975 — 1977
Trinity University
BA, Business Administration, Spanish
1972 — 1975
Skills
- Due Diligence
- Hedge Funds
- Wealth
- Asset Allocation
- Asset Management
- Risk Management
- Equity Valuation
- Financial Modeling
- Corporate Finance
- Equities
- Investor Relations
- Entrepreneurship
- Portfolio Management
- Asset Managment
- Financial Services
- Investment Strategies
- Alternative Investments
- Venture Capital
- Private Equity
- Estate Planning
- Management Consulting
- Investment Management
- Business Development
- Wealth Management
- Finance
- Derivatives
- Financial Analysis
- Economics
- Bloomberg
- Financial Markets
- Strategic Planning
- Trading
- Investment Banking
- Wealth Management Services
- Business Valuation
- Business Planning
- Investments
- Valuation
- Fixed Income
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.