Lisa joined Triago in 2014. She is involved in the execution of primary, strategic and secondary advisory transactions in the Americas. Before joining Triago, Lisa was a Financial Controls Manager for Private Equity as well as a Private Equity Valuation Specialist at Och-Ziff for nearly 5 years. Earlier, she was an analyst at Duff & Phelps across both the Financial Reporting and Portfolio Valuation groups conducting analyses for businesses and leading private equity funds for 2 years. Lisa earned her BBA at Emory University’s Goizueta Business School with concentrations in Finance and Management. She is an American national and holds Series 22 and 63 securities licenses.