Lisa joined UTAM in 2010 and is now Chief Operating Officer and Chief Compliance Officer responsible for corporate operations including finance, human resources, technology, compliance, investment operations and operational due diligence as well as certain elements of UTAM’s responsible investing program. Lisa is a member of the UTAM Responsible Investing Committee and the University of Toronto’s Responsible Investing Committee. She is an active member of the Portfolio Management Association of Canada (PMAC) and the Pension Investment Association of Canada (PIAC), serving on PIAC’s Investor Stewardship Committee.
Previously, Lisa provided compliance consulting and project management services to institutional investment advisory and portfolio management firms and has over eighteen years of experience in regulatory compliance. Lisa has prior experience in financial accounting roles, insolvency, and audit in both Canada and the UK.
Lisa is a Fellow of the Institute of Chartered Accountants in England & Wales and has an undergraduate degree in Accounting (B.A. Hons) from the University of Kent.