Lisa M. Farias | Office Manager

Lisa Farias Headshot.PNG

Focus Area: Head of Operations 

Lisa has over 25 years of administrative and operational experience in financial services. Lisa worked with and supported portfolio managers at Bank of America and Fleet Investment Advisors and has been with WhaleRock since inception. Lisa’s experience spans the retail and institutional brokerage arenas as well as high net worth and institutional wealth management service and administration.