BMO Family Office
Director and Senior Trust Advisor
BMO Delaware Trust Company
As a Senior Trust Advisor, Lisa works closely with her clients and their advisors in the management and oversight of trusts administered by BMO under Delaware law. Lisa specializes in providing customized trust and estate administration for individuals, business owners and multi-generational families, as well as working with third party investment professionals and RIA firms for Directed Trust arrangements.
Lisa’s financial services industry experience spans 30 years with 20 involving trust administration under New Jersey and Delaware law. This experience includes 9 years specific to Delaware in which she managed a boutique Delaware Trust company.
Lisa earned her BA from Douglass College, Rutgers University. She is a Certified Trust and Financial Advisor (CTFA).