Lisa Schwinghammer, CFAWEALTH ADVISER
Utilizing her strong background in discretionary portfolio management and stock analysis, Lisa Schwinghammer brings a high level of expertise and attention to her clients’ accounts. As a Wealth Adviser for United Capital, Lisa focuses on investments and financial planning to help meet her clients’ long-term goals.
With over 20 years of experience in the equity and debt markets, Lisa managed investment portfolios and trust accounts for high-net-worth clients at JPMorgan Private Bank before joining Capital Investment Counsel, now United Capital. Prior positions also include stock analyst roles at a hedge fund and a mutual fund, in addition to advising clients on investments in the Latin American markets. A graduate of the University of Colorado at Boulder, she holds degrees in both Finance and International Business and has earned the right to use the Chartered Financial Analyst® (CFA) designation – a globally recognized standard for measuring the competence and integrity of financial analysts. She is a member of the CFA Society of Colorado and the Financial Planning Association.