Executive Assistant

Lisa Wood

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.