Your browser preferences are set to block location sharing.
Please adjust your preferences, or click here to view all offices.
Schwinghammer

Lisa Schwinghammer, CFA

Vice President, Wealth Advisor, Denver

Lisa Schwinghammer, Denver, is responsible for focusing on financial planning and investments to meet clients’ long-term goals at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. An overall emphasis on wealth management allows her to tailor advice and recommendations to the 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 on 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.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.


To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received. To revoke your consent to receive communications electronically, please contact your GS PFM team.