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    Elizabeth Nam

    Lisa Nam holds a Doctor of Jurisprudence from Boston University and a Bachelor of Arts in Political Science from Wellesley College.

    With a wealth of experience in the financial and legal sectors, Lisa has held various roles in prestigious organizations such as Morgan Stanley, Wells Fargo, TIAA-CREF, and Fidelity Investments.

    Lisa also founded Continuum Fiduciary Advisory, LLC and has served in senior positions at Merrill Lynch, Rothstein Kass & Company, RSM McGladrey, and more.

    Her expertise spans wealth management, fiduciary advisory, trust services, family office advising, and law, making her a versatile professional with a strong background in finance and legal matters.

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    Location

    San Francisco, California, United States