Lisa M.  George, CFA, AIFA
Managing Director, Institutional Relationship Management

Lisa brings over 30 years of experience in the financial services industry and partners with advisors and institutional clients to ensure the seamless coordination of high quality services and the implementation of their investment related needs and goals.

Prior to joining Nuveen in 2001, she was a client development team leader and regional director for Lockwood Financial Group. Lisa also served as vice president and regional consulting group director at Smith Barney. Lisa began her career in 1987 as a financial advisor with E.F. Hutton.

Lisa graduated with a B.S. in Finance from Michigan State University. She is a Chartered Financial Analyst (CFA) and an Accredited Investment Fiduciary Analyst (AIFA). She is also a member of the CFA Institute and The Financial Analyst Society of Detroit. Lisa also holds the Series 7 and 63 licenses.