As an Executive Assistant, Lisa Wood provides support to members of the Investment Research team. Her primary responsibilities include tracking deliverables, managing travel, and preparing for meetings. 

Prior to joining Crestone, Lisa worked as an Executive Assistant at Wiens Capital Management where she assisted with leases, vendor contracts, budgets, and calendar management. She also handled accounts payable, office management and event planning.

Lisa received a Bachelor of Arts in Sociology with a minor in Psychology from Western State University. 

What do you love most about being part of Crestone?
I love the atmosphere. Everyone is dedicated to doing their very best for Crestone and their clients. There is so much collaboration that occurs between departments and everyone recognizes each other’s hard work and commitment.
What do you love to do outside of work?
I enjoy spending time with family and friends. We love to camp, take road trips, motorcycle trips and relax in our backyard space.
What is your favorite book or what’s the most influential book you’ve read?
Be Last: Descending to Greatness by Jeremy Kingsley