Lisa Stone is a Principal at Bernstein working with affluent individuals and families, trusts, estates, foundations, and pensions. She thoughtfully guides each client in developing a long-term investment plan, in light of their objectives. Lisa is also expert in advising on the issues associated with concentrated stock positions and strategies to maximize after-tax returns.
While Lisa advises a broad range of clients--from corporate executives to private business owners to successful public figures--she is particularly experiences working with women. Regardless of the specific situation, Lisa's clients appreciate the personalized attention and diligent care she provides.
Prior to joining Bernstein in 2004, Lisa held key management positions in the financial technology industry, most recently as Sales Manager at Misys Wholesale Banking Systems (formally known as IQ Financial Systems). From 1991 to 1999 Lisa served as Sales Director at Inventure America (formerly known as Astrogamma). She received her Bachelor's degree from Smith College where she graduated with Honors, magna cum laude. She holds board positions with the Armory Track & Field Foundation, the Rockefeller University Committee on Trust and Estate Gift Plans, Family Care International and CollegeCFO. Additionally, Lisa serves as the head of the New York Chapter of Ellevate (formerly known as 85 Broads), a global women's networking organization.
Lisa lives in Manhattan with her two school-aged children and is an avid marathon runner.