Lisa Russell has been with Peak Trust Company since 2003 and currently serves as Chief Investment Officer. Lisa specializes in designing unique investment programs for high-net-worth clients and trust accounts. She is highly attuned to the tax consequences of investment actions.
Lisa has over 25 years of investment experience. Prior to joining Peak Trust Company, Lisa held investment positions at other firms, most recently at US Bank, where she worked with high-net-worth individuals as a Senior Portfolio Manager.
Lisa holds a Masters of Business Administration in Finance from Emory University and a Bachelor of Science in Business Administration from the University of Southern California. Lisa holds the designation of Chartered Financial Analyst (CFA), and is a member of the CFA Institute and the CFA Society of Seattle.
President & CEO
Chief Fiduciary Officer & Chief Operating Officer
Founder & Chairman of the Board
General Counsel, Director
Chief Investment Officer
Chief Compliance Officer
Operations Officer
Executive Officer
Sr. Trust Officer
Trust Officer, Head of Nevada Office
Trust Officer
Trust Officer
Trust Officer
Associate Trust Officer
Associate Trust Officer
Associate Trust Officer
Business Development Officer
Alaska Operations Manager
Nevada Operations Manager
Nevada Fiduciary Operations Specialist
Investment Relationship Officer
Tax Officer
People Development Coordinator
Marketing Coordinator
Compliance & IT Specialist
Senior Trust Assistant
Trust Assistant
Trust Assistant
Accounts Payable & Receivable Specialist
Operations Assistant
Operations Assistant
Alaska Front Desk Receptionist
Trust Assistant
Trust Assistant, Delaware Front Desk Receptionist
Nevada Front Desk Receptionist
Executive Assistant