Lisa Stone

Lisa Stone is a Principal and Financial Advisor in the Senior Investment Advisor Group in Bernstein’s New York office. She works with high-net-worth individuals and families, trusts, estates, foundations and pensions, thoughtfully guiding each client in developing a long-term investment plan, in light of their objectives. Lisa is also expert in advising on the issues associated with concentrated stock positions and strategies to maximize after-tax returns. While she advises a broad range of clients—from corporate executives to private business owners to successful public figures—she is particularly experienced working with women. Prior to joining Bernstein in 2004, Lisa held key management positions in the financial technology industry, most recently as sales manager at Misys Wholesale Banking Systems (formerly known as IQ Financial Systems); and from 1991 to 1999, she served as sales director at Inventure America (formerly known as Astrogamma). Lisa received a BA from Smith College, graduating magna cum laude. She holds board positions with The Armory Track & Field Foundation, The Rockefeller University Committee on Trust and Estate Gift Plans and CollegeCFO.org. Additionally, Lisa serves as the head of the New York chapter of Ellevate (formerly known as 85 Broads), a global women’s networking organization. She is an avid runner and has successfully completed 36 full marathons and three 50-mile ultra-marathons. Lisa lives in Manhattan with her two children.