Teddy Lisa
Incoming Financial Professional at 49 Financial
- Role
- Incoming Financial Professional at 49 Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Teddy Lisa
I am currently an M.S. in Finance student at the McCombs School of Business, building on a Summa Cum Laude, Phi Beta Kappa foundation in Economics. Through extensive experience in wealth management, private equity–backed operations, and luxury hospitality, I have developed a versatile skill set shaped by both analytical rigor and client-focused work. My background includes investment management, tax-efficient and estate planning, financial modeling, KPI development, and cash-flow forecasting, alongside Forbes-certified luxury service training. This interdisciplinary foundation enables me to approach financial planning with a uniquely informed perspective—one rooted in precision, empathy, and a commitment to delivering meaningful value. These roles have strengthened my passion for the markets, building long-term relationships, and ensuring people are rewarded commensurately for their hard work and life’s efforts. Ultimately, my goal is to help individuals achieve and live out their long-term aspirations—often beyond what they believed possible.Across these experiences, I have built a client-centric mindset grounded in communication, attention to detail, and high-quality service. I am eager to apply this convergence of complementary strengths—strong analytical judgment, thoughtful relationship management, and a genuine commitment to clients—to create effective financial strategies that drive long-term success for the individuals and communities I serve.
Experience
Incoming Financial Professional
Jan 2026 — Present · Austin, TX, US
Education
The London School of Economics and Political Science (LSE)
Accounting and Finance
Lafayette College
Economics and Data Science
2021
Texas McCombs School of Business
Masters of Science - MS, Finance, General
The University of Texas at Austin
Bachelor of Arts - BA, Economics
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