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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Lisa Crafford
Managing Director, Head of Advisory at Constellation Wealth Capital


Lisa serves as the Head of Advisory at Constellation Wealth Capital. Her previous role as Director and Head of Business Consulting at BNY Mellon | Pershing was focused on working with wealth management and advisory firms to help them grow and strengthen their businesses. In addition to her consulting work, Lisa founded the INSITE University Student Experience, The Next Leadership Forum, and led the Pershing research efforts with industry media partners. Earlier in her career, Lisa was the Director of Business Management for an RIA in the DC Metro area.  

Lisa earned a B.A. in Business Management and French from the University of Technology, Sydney Australia and her MBA from the College of William and Mary, Williamsburg VA. She is a recipient of the InvestmentNews 40 Under 40 award (2019), and is a member of the CWC Investment Committee.

Agenda Sessions

  • Visionary Fireside Chat: Unlocking Growth


At this event