Experience

TrinityPoint Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Managing Partner | TrinityPoint Wealth | Milford, CT

  • May 2018 - 5 years 8 months

  Milford, CT As a Partner and Senior Wealth Advisor, Lise is passionate about helping all clients gain a greater sense of confidence and control over their financial lives. Lise brings a sustained focus and dedication to her work with individual and institutional clients that goes well beyond assessing a client’s initial needs and portfolio allocation. Addressing a broad range of financial issues that arise over the long term, she creates and implements asset management plans and financial planning… Show more As a Partner and Senior Wealth Advisor, Lise is passionate about helping all clients gain a greater sense of confidence and control over their financial lives. Lise brings a sustained focus and dedication to her work with individual and institutional clients that goes well beyond assessing a client’s initial needs and portfolio allocation. Addressing a broad range of financial issues that arise over the long term, she creates and implements asset management plans and financial planning strategies that are both comprehensive and adaptable to changing circumstances. Prior to her role at TrinityPoint Wealth, Lise was a Senior Wealth Advisor at Beirne Wealth Consulting from 2014-2018. Before that, she was Director of Investments at Oppenheimer & Company and a Vice President at U.S. Wealth Advisors, LLC. Lise also spent nearly ten years as a Financial Consultant with A.G. Edwards & Sons, now Wells Fargo Advisors. A CERTIFIED FINANCIAL PLANNER®, Lise also holds the Series 7, 66 and 31 securities licenses and is a licensed agent for life, health, variable annuities and long-term care insurance, as well as a member of the Financial Planning Association. In addition, Lise is a CERTIFIED DIVORCE FINANCIAL ANALYST®, serving as an invaluable resource to clients and their attorneys in navigating the financial issues and complexities that arise before and after the divorce process. Through comprehensive lifestyle analysis and financial review, she is able to illustrate the short- and long-term impact of potential settlement options with the goal of providing her clients financial peace of mind for life after divorce. Lise earned both a Master’s Degree in Business Administration and a Bachelor’s Degree in Management from Fairfield University. Show less



Beirne

• United States
• Financial Services
• 1 - 100 Employee

• Senior Wealth Advisor

  • Sep 2014 - May 2018

  Milford, CT



Oppenheimer & Co. Inc.

• Financial Services
• 700 & Above Employee

• Director - Investments

  • Jan 2011 - Sep 2014

  Stamford



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Associate Vice President - Investments

  • Dec 2001 - May 2010

  Southport, CT Financial Advisor Previously A.G. Edwards & Sons, Inc.