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Lisa Mullaney

Senior Client Strategist - Advisor to High Net Worth Families

Lisa Mullaney is a highly-educated professional with an MBA from Northwestern University - Kellogg School of Management and a bachelor's degree in Economics from Princeton University.

With a wealth of experience in the financial sector, Lisa has held key positions in various organizations, including Senior Client Strategist at BNY Mellon Wealth Management, Vice President at Bessemer Trust, Managing Director at JSQ Commercial, Managing Director of Asset Management at Aviv REIT, Inc., Director at Circle Realty Advisors, and Vice President at GE.

Lisa Mullaney's versatile career also includes roles such as VP of Client Services and Marketing at Heitman and an Associate at Lowe Enterprises.

Her background showcases a blend of leadership, strategic planning, and financial expertise, making her a valuable asset in the wealth management and asset management sectors.

Lisa Mullaney
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Location

Greater Chicago Area