As an Executive Administrator for Veracity Capital, Lisa supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support, and relationship management to ensure a best-in-class client experience. She is also responsible for supporting strategic internal projects.

After over a decade in the financial industry, Lisa has gained experience making her well suited to advise the spectrum of clients’ needs. Prior to Veracity Capital, Lisa was a Client Service Associate at AYCO, a Goldman Sachs Company.

Veracity Capital Team Lisa Monello | LISA MONELLO | Veracity Capital