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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Lisa Crafford
Director, Head of Business Consulting at Pershing

Profile

Lisa Crafford is a Director and the Head of Business Consulting for BNY Mellon Pershing. In this role, Lisa leads the business consulting team for clients of Wealth Solutions to help them grow and strengthen their business. Lisa is also a regular speaker at industry events and contributes to the thought leadership at BNY Mellon Pershing.

Prior to joining BNY Mellon Pershing in 2015 as a Relationship Manager, Lisa spent 5 years with an RIA in the DC Metro area as the Director of Business Management. In this role, Lisa was responsible for operations, compliance, technology, human capital, finance, marketing, and business strategy. Lisa also founded Cogent Business Advisors, a unique study group for COOs, and is the coordinator of Bob Veres’ practice management conference (Insiders Forum) COO track.

Lisa earned her MBA from The College of William and Mary and a Bachelor of Business with a concentration in Management and French from the University of Technology, Sydney (Australia).

Lisa was named as a Top 40 Under 40 by InvestmentNews in 2019.

Agenda Sessions

  • RIA CEO All Star Panel

    11:35am
  • Talent Management Panel

    11:00am