Lisa Binkley is currently an Associate Partner and Wealth Manager at CORIENT Private Wealth, where they lead in advising high net worth individuals, families, and organizations. With over 32 years of experience in Banking, Private Banking, and Wealth Management, Lisa has specialized in client acquisition, revenue growth, and strategy development. They began their career at Michigan Financial Corporation, later held positions at BMO Harris Bank, and served as Vice President Private Wealth Advisor at BMO Wealth Management - U.S. Lisa earned a Bachelor’s degree in Finance from Northern Michigan University and is pursuing a Compliance Certification at DePaul University.
Location
St. Petersburg, United States
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