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    Lisa Stewart

    Previously Global Research Manager at GAM Investments

    Lisa Stewart is a seasoned professional who has developed a global best-practice framework for managing and recording research use for over 25 investment teams and 150 research providers. She played a key role in testing and enhancing the Research Management System and managed a substantial budget of $6M along with contracts with various research providers. Lisa's expertise includes using Excel for data analysis and record-keeping, establishing and nurturing strong relationships with internal and external stakeholders, conducting biannual reviews, handling invoicing and payments, and ensuring compliance with MiFID II guidelines. She has also delivered presentations on compliance and regulations related to research usage under MiFID II to investment teams.

    Lisa Stewart studied at Northwood College and has held various roles at renowned organizations. She served as the Global Research Manager, Manager of the Japan/Pacific Team, and Equity Trader at GAM Investments, showcasing her extensive experience in the financial sector. Additionally, Lisa worked as the Exhibition and Conference Manager at Westrade Group Ltd, demonstrating her versatility and management skills across different industries.

    Lisa Stewart
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    Location

    United Kingdom