Utilizing her strong background in discretionary portfolio management and stock analysis, Lisa Schwinghammer brings a high level of expertise and attention to her clients' accounts. As a portfolio manager for Capital Investment Counsel, Lisa focuses on investments and financial planning to help meet her clients' long-term goals.
With 20 years of experience in the equity and debt markets, Lisa managed investment portfolios and trust accounts for high-net-worth clients at JPMorgan Private Bank before joining CIC. Prior positions also include stock analyst roles at a hedge fund and a mutual fund, in addition to advising clients on investments in the Latin American markets. A graduate of the University of Colorado at Boulder, she holds degrees in both Finance and International Business and has earned the right to use the Chartered Financial Analyst (CFA) designation – a globally recognized standard for measuring the competence and integrity of financial analysts. She isan affiliate member of the CFA Society of Colorado.
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