Lisa Marcus Email & Phone Number
Managing Director and Senior Wealth Strategist @ Northern Trust Wealth Management
Lisa Marcus Location
Tenafly, NJ, US
Lisa Marcus Work
- 2017 - now Managing Director and Senior Wealth Strategist @ Northern Trust Wealth Management
- 2010 - 2017 Managing Director @ Fiduciary Trust International
- 2008 - 2010 Managing Director @ Barclays Wealth Management
- 2007 - 2008 Managing Director @ Lehman Brothers
- 1994 - 2007 Managing Director - Business Development @ U.S. Trust
- 1988 - 1992 Vice President - Financial Counseling Department @ U.S. Trust
- 1986 - 1987 Senior tax accountant @ Arthur Young
- 1984 - 1986 Staff Accountant @ Oppenheim Appel Dixon
Lisa Marcus Education
- Washington University in St. Louis
BSBA (Accounting & Finance)
1982 - 1984 - New York University
Certificate - Financial Planning
- Stanford University
Certificate - Foundations of Investment Mangagement, Graduate School of Business US Trust
Lisa Marcus Summary
Lisa Marcus, based in Tenafly, NJ, US, is currently a Managing Director and Senior Wealth Strategist at Northern Trust Wealth Management. Lisa Marcus brings experience from previous roles at Fiduciary Trust Company, Barclays Wealth, Lehman Brothers and U.S. Trust. Lisa Marcus holds a 1982 - 1984 BSBA in Accounting & Finance @ Washington University in St. Louis. Lisa Marcus has 1 emails on RocketReach.
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