Lisa Conte
Vice President
Lisa is a retirement advisor who provides expert guidance to plan sponsors and fiduciaries across private, public, and non-profit organizations. She advises on the design and management of retirement plans, fiduciary best practices, investment due diligence, provider selection, and pricing strategies. Drawing on her in-depth knowledge of the retirement plan marketplace, Lisa helps plan fiduciaries reduce risk and design effective retirement programs to allow plan participants to maximize their retirement savings and future income.
Lisa also serves on Wealthspire’s Provider Benchmarking and RFP team, supporting clients through their provider searches and benchmarking diligence. Lisa works closely with the recordkeepers and administrators in the industry to leverage this knowledge in creating effective and efficient processes to help clients reduce total plan costs, improve service experiences for the plan sponsor and participants, and comply with fiduciary responsibilities. Lisa is a graduate of Northeastern University, where she earned a Bachelor of Science in business administration. She also holds the Series 65 (NASAA-Investment Advisors Law Exam) license and is a registered investment advisor representative.
Lisa also serves on Wealthspire’s Provider Benchmarking and RFP team, supporting clients through their provider searches and benchmarking diligence. Lisa works closely with the recordkeepers and administrators in the industry to leverage this knowledge in creating effective and efficient processes to help clients reduce total plan costs, improve service experiences for the plan sponsor and participants, and comply with fiduciary responsibilities. Lisa is a graduate of Northeastern University, where she earned a Bachelor of Science in business administration. She also holds the Series 65 (NASAA-Investment Advisors Law Exam) license and is a registered investment advisor representative.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
