Bio
Lisa joined Leith Wheeler in December 2008 after graduating from Simon Fraser University with a Bachelor of Business Administration degree (Finance). Lisa is a Chartered Financial Analyst (CFA®) charterholder and has spent her career at Leith Wheeler working with a variety of Institutional clients, communicating investment strategy, and advising on investment policies and asset allocation.
Lisa has been actively involved in the firm’s responsible investment activities since the firm signed on to the Principles for Responsible Investment in December 2013. As a dedicated ESG Analyst, Lisa leads the firm’s ESG research efforts, highlighting material issues at the company level and evaluating companies’ performance in collaboration with the investment team. Lisa is also involved in the firm’s stewardship activities – participating in company engagements and providing input on proxy voting decisions.