Lisa Marcus Email & Phone Number
Managing Director and Senior Wealth Strategist @ Northern Trust Wealth Management
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Lisa Marcus Location
- Tenafly, NJ, US
Lisa Marcus Work
- Managing Director and Senior Wealth Strategist @ (July 2017 - Present)
- Managing Director @ (May 2010 - June 2017)
- Managing Director @ (September 2008 - May 2010)
- Managing Director @ Lehman Brothers (June 2007 - September 2008)
- Managing Director - Business Development @ (January 1994 - January 2007)
- Vice President - Financial Counseling Department @ (January 1988 - January 1992)
- Senior tax accountant @ (January 1986 - January 1987)
- Staff Accountant @ Oppenheim Appel Dixon (August 1984 - December 1986)
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
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 mobile phone numbers on RocketReach.
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