Meet Our Team
With Aureus Asset Management, you aren’t one advisor’s client. You are the entire firm’s client. Because we believe client service and portfolio management should be a collaborative effort.
Client Service Manager & Receptionist
Lisa joined Aureus in 2011 and serves as executive assistant to the firm’s principals. She has extensive administrative experience, which includes serving high-net-worth clients. Prior to Aureus, she worked in the Trust & Fiduciary group at the law firm of Testa, Hurwitz & Thibeault, LLP, and in the Private Wealth Management division at Morgan Stanley.
Lisa earned her BS in Business Management/Leadership from Northeastern University.