Lisa Schwinghammer, CFAVICE PRESIDENT, WEALTH ADVISOR
Lisa Schwinghammer is responsible for focusing on financial planning and investments to meet clients’ long-term goals at Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. An overall emphasis on wealth management allows her to tailor advice and recommendations to their specific financial situations of clients, as well as any objectives and needs they might have. Regular meetings and contact through a variety of formats enable close relationships to develop over time, and adjustments to be made when the needs of clients change through the different stages of their lives.
With 30 years of industry experience, Lisa managed investment portfolios and trust accounts for high-net-worth clients at J.P. Morgan Private Bank before joining what is now Goldman Sachs Personal Financial Management in 2008. Her prior experience included time in both the equity and debt sides of the market, working as a stock analyst at a hedge fund and a mutual fund, and advising clients on Latin American markets.
A graduate of the University of Colorado with a B.S. degree in finance, Lisa has also earned the chartered financial analyst (CFA) designation.
Outside of work, Lisa stays busy with her family, enjoying the many outdoor activities available in the mountains throughout the year. Her favorite causes include supporting adoptions and blood donations, along with mentoring local high school students.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.