Profil
Her financial background includes ten years of commercial banking, working in the multinational market and four years teaching finance at the graduate level.
Lisa is involved in the community and in 2001 she served as Chair of the Women's Foundation of Colorado.
She earned her Bachelor of Science in International Business from Bowling Green State University and received her MBA in Finance from Northwestern University, Kellogg School of Management.
She is a member of the Denver Society of Security Analysts (DSSA), and the Association for Investment Management and Research (AIMR).
Ehemalige bekannte Positionen von Lisa Snider
Unternehmen | Position | Ende |
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Wagner Investment Management, Inc.
Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Direktor der Forschung - Eigenkapital | 04.04.2005 |
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Private Unternehmen | 1 |
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Wagner Investment Management, Inc.
Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services. | Finance |