Lisa Moceri
Chief Operating Officer, Institutional
Lisa brings extensive experience guiding organizations through growth, transformation and operational scaling. As an executive, she has led finance, operations and administrative functions for investor-backed companies. As a consultant, Lisa advised leadership teams during pivotal stages of capability development, capacity expansion and performance improvement. Before joining the firm in 2025, Lisa served as Chief Administrative Officer at a private equity firm, building on a multi-disciplinary career that includes positions of increasing leadership at General Mills, CNS: the Breathe Right Company, Food Perspectives and Ankura Consulting. She earned her BBA from the University of Notre Dame and her MBA from the Carlson School of Management at the University of Minnesota.
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.
