Lisa Paul

Client Service Associate

How I Arrived at Ritholtz

“I worked for a Nashville law firm for 30 years as their office and account manager. When the firm dissolved their partnership, I found myself needing to reinvent myself. I had the opportunity to learn and grow in the investment management field and found that I really enjoy this kind of work especially working with clients to help fulfill their needs and concerns.”

Favorite Part Of The Job

“I enjoy feeling like I have used my abilities and talents to help clients accomplish their goals as well as supporting my fellow employees.”

When I'm Not Working

“My husband and I have been married for 40 years. We have one son, Shaun, who is married to Olivia. We also have two grandsons, Elliott and August. We live on my family’s 200-acre farm. I enjoy working in my yard, quilting, knitting, reading and playing Mah Jongg. It’s a fun and interesting game that is somewhat competitive. My yard is my sanctuary. I love watching the birds and wildlife. If you give me a chance to travel anywhere, I am ready to go at a moment’s notice.”

Industry Experience

6 Years

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Erika Mauro
Erika Mauro
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Jay Tini
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Tony Isola, CFP®
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Tyler Hillyer, CFP®
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Cameron Rufus, CFP®
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Colleen Parker
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Andrea Diltz
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Stephanie Baszner, CFP®
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Dina Isola
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Lisa Rosenstein, CPA®
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Brian Rosen
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Daniel Parra
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Lauren Spears
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Chris Carey
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Taylor Hollis, CFP® CFA®
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Everett Taylor, CPA®
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Adam Gock
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Patricia Hatzfeld
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Blake Wohlwend
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Susan Gray
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Patrick Haley, CFP®
Patrick Haley, CFP®
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Alex Palumbo, CFP®
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Nelson Crane
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Barry Ritholtz
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Jacobi Poesch
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Kevin Young, CFP®
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Daniel Baxter
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Tadas Viskanta
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Nicole Samoroukova
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Matt Cerminaro
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Eric Smith
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Dylan Kluender
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Angelica Andrews
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Lisa Paul
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Alan Brockhaus, CFP®, ChFC®
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Adam Niestradt
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Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
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Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
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Patrick Schwendeman, CFP® ChFC®
William Vaughan, CFP®
William Vaughan, CFP®
Advisor
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Anya Pacheco
Anya Pacheco
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Alex Messer
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Jonathan Novy
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Sr. Advisor
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Dan LaRosa, AIF®, QPFC
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Matt Lohrius, CFP®
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Sr. Advisor
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Blair duQuesnay, CFP® CFA®
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Lauryn Lafferty
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Callie Campanella, CFP®
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Travis Varga
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John Grayson
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Josh Brown
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Michelle Katzen, CFP®, CDFA®
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Angeline Ford
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Matthew Papandrea, CFP®
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Benjamin Packer
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Catalina Castillo
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Kyla Candelaria
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Nick Sapienza, CFP®
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Ben Carlson, CFA®
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Kris Venne, CFP®
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Nick Friedman, CFP®
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Sr. Advisor
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Joey  Fishman
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Brianna Pintauro
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