← See all board members

Lisa Crafford

Managing Director, Head of Advisory, Constellation Wealth Capital

Lisa Crafford serves as the Head of Advisory at Constellation Wealth Capital. Her previous role as Director and Head of Business Consulting at BNY Mellon | Pershing focused on working with wealth management and advisory firms to help them grow and strengthen their businesses.

 

In addition to her consulting work, Lisa founded the INSITE University Student Experience, The Next Leadership Forum, and led the Pershing research efforts with industry media partners. Earlier in her career, Lisa was the Director of Business Management for an RIA in the D.C. metro area.  

 

Lisa earned a BA in Business Management and French from the University of Technology Sydney in Australia and her MBA from the College of William and Mary, Williamsburg, VA. She is a recipient of the InvestmentNews 40 Under 40 award (2019) and is a member of the CWC Investment Committee.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.