Lisa Michel's Location

Cleveland, OH, US

Lisa Michel's Work

  • Relationship Manager Wealth Advisor @ Glenmede
  • Trust Administrator @ KeyBank

Lisa Michel's Education

  • Case Western Reserve University School of Law

    J.D.

    1981 - 1984
  • Tufts University

    B.A. (Economics)

    1977 - 1981

Lisa Michel's Skills

  • Estate Planning
  • Portfolio Management
  • Asset Management
  • Private Banking
  • Asset Allocation
  • Asset Managment
  • Wealth Management

Lisa Michel's Summary

Lisa Michel, based in Cleveland, OH, US, is currently a Relationship Manager Wealth Advisor at Glenmede, bringing experience from previous roles at Key Bank. Lisa Michel holds a 1981 - 1984 J.D. @ Case Western Reserve University School of Law. With a robust skill set that includes Estate Planning, Portfolio Management, Asset Management, Private Banking, Asset Allocation and more, Lisa Michel contributes valuable insights to the industry. Lisa Michel has 2 emails and 2 mobile phone numbers on RocketReach.

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