Lisa oversees Fiduciary Services at Boston Trust Walden N.A. In this role, she ensures that, as a national trust bank, our fiduciary responsibilities when serving as Trustee or Personal Representative are carried out in accordance with governing documents and applicable laws. Leveraging her extensive experience in trusts and estates, she partners with portfolio managers and client service teams to provide tailored fiduciary solutions for individuals and multi-generational families. When clients request Fiduciary Services, Lisa collaborates with them and their attorneys to create new trusts or refine existing trusts and estate plans, helping achieve wealth transfer goals that are thoughtfully curated to their unique needs. She serves as Chair of the Trust & Investment Committee and is a member of the Wealth Strategies Committee.
Prior to joining Boston Trust Walden in 2021, Lisa developed her fiduciary expertise in the Private Clients and Wealth Management practices of several Boston law firms, including Verrill, Choate Wealth, and WilmerHale. She began her career at a boutique estate planning law firm in Wellesley, MA. Lisa earned a Bachelor of Arts Degree in Economics and Political Science from Fordham University in New York. She holds the designations of Certified Trust and Fiduciary Advisor (CTFA) and Chartered Advisor in Philanthropy (CAP®).