Sign In

Lisa Bertagna

Senior Vice President/ Senior Private Banker - Market Leader

Lisa Bertagna is a seasoned Senior Private Banker at Wells Fargo with a focus on providing tailored credit solutions for high net worth individuals to help them achieve their financial objectives.

With a strong background in the financial sector, Lisa operates as a market leader in Northbrook, IL, leading a team that offers a range of services to cater to the needs of affluent clients.

Lisa's team comprises highly skilled professionals with extensive experience in high net worth client management, leveraging Wells Fargo's top-notch resources to deliver comprehensive financial planning and solutions.

Lisa Bertagna's educational background includes a Bachelor of Science degree from Northwestern University and another Bachelor of Science degree in General Studies from Colby College.

Prior to her current role at Wells Fargo, Lisa held positions at J.P. Morgan, serving as a Banker and Vice President, as well as a Vice President in Commercial Real Estate.

Highlights

Lisa Bertagna at Wells Fargo - Crain's Chicago Business
Lisa Bertagna
Add to my network

Location

Greater Chicago Area