Lisa Cawley

Lisa Cawley is a seasoned professional with a strong background in fund investments, having worked at Knollwood Investment Advisory, Screendoor, EY, and Kauffman Fellows.

Lisa's educational achievements include a Master of Science in Finance, an MBA in Finance, and studies in Wealth Management Theory & Practice and Financial Modeling and Valuation.

She has a solid foundation in accounting, information systems, and Spanish, having completed a BBA with a focus in these areas at Loyola University Maryland.

Lisa's expertise and insights in the finance industry make her a valuable asset in investment management and financial strategies.