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Lisa Rapuano, CFA
Former Start-Up CFO and long-term Value Investor. Financial Expert. Strategic Advisor.
Lisa Rapuano, CFA, is a seasoned financial expert and strategic advisor with over 25 years of experience in the investment industry. Her career has spanned various roles, showcasing her expertise in long-term value investing, financial analysis, and strategic leadership.
Professional Background
Lisa Rapuano founded Lane Five Capital Management in January 2007.1 Prior to this, she had an impressive career trajectory:
- Managed a long/short equity hedge fund at Matador Capital Management for over two years
- Spent over ten years at Legg Mason Capital Management, where she served as:
- Director of Research
- Portfolio manager of the Legg Mason Special Investment Trust
- Co-manager of the fund with Bill Miller from 1997-2000
- Sole manager from 2001-2003, achieving top-decile returns
Education and Credentials
- Graduated from Yale University in 19881
- Obtained her CFA (Chartered Financial Analyst) designation in 19941
Recent Roles
More recently, Lisa has transitioned to new roles:
- Former operating and Strategic CFO for high-growth venture-backed businesses2
- Self-employed financial expert and strategic advisor23
Investment Philosophy
At Lane Five Capital Management, Lisa developed a distinctive investment approach:
- Long-biased strategy with 60-100% long positions
- Focus on a relatively small number of names with a three-to-five-year time horizon
- No constraints on market cap or stylistic definitions of value
- Emphasis on thorough research and deep conviction
Personal
Lisa is based in Baltimore, MD, and describes herself as a "Retired badass" and a mother of three children.4
Lisa Rapuano's extensive experience in financial analysis, investment management, and strategic leadership positions her as a respected figure in the financial services industry.
Highlights
I love what I do here at Facet Wealth, building a company that truly helps people who are either overlooked or taken advantage of by the financial services industry with high fees and commissions. Please take a look at our open positions and join our team if you see something great!!! Remote work, great team, mission driven, innovative and exciting. https://lnkd.in/emUxnwkS #financialservices #remotework
I did a podcast! I speak with Cory Kupfer about strategic partnerships with Facet Wealth and a little on my experience in financial services. Take a listen here: http://bit.ly/2O7v3dW #facetwealth #financialplanning
