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Lisa Colon

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Lisa Colon

Executive Vice President, Chief Operating Officer | Girard, a Univest Wealth Division

Philadelphia, Pennsylvania, United States

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Lisa Colon

Summary

Lisa Colon is an accomplished executive with extensive experience in the financial services industry, specializing in compliance, operations, and finance leadership. Currently serving as the Executive Vice President and Chief Operating Officer at Girard, she has a proven track record of fostering effective team environments in both large and small organizations. Her career spans over three decades, during which she has held senior roles at notable firms such as BlackRock and PNC Financial Services. Lisa's entrepreneurial spirit drives her to innovate and optimize processes within her teams. She is known for her ability to interpret complex regulations and lead teams through compliance challenges. Lisa holds a Master's degree in Finance from Drexel University and a Bachelor's in Finance/Accounting from Penn State University. Her leadership style emphasizes collaboration and strategic thinking to achieve organizational goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lisa Colon

Work Experience

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Executive Vice President, Chief Operating Officer at

Girard, a Univest Wealth Division

December 2022 - Present

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Managing Director at

Girard Advisory Services, LLC

January 2011 - December 2022

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Chief Compliance and Operations Officer at

Abacus Wealth Partners

January 2007 - January 2011

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Senior Vice President at

Camelot Investment Advisers, Ltd

January 2002 - January 2007

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Director of Brokerage Operations at

PNC Financial Services

January 2000 - January 2002

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Vice President at

Ing Funds

January 1999 - January 2000

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Vice President at

LLC Black Rock

January 1993 - January 1999

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Field Supervisor at

FINRA

January 1987 - January 1993

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Lisa Colon

Education

Drexel University, Masters Of Science

January 1992 - January 1994

Penn State University, Bachelor Of Science

January 1982 - January 1986

Frequently Asked Questions about Lisa Colon

What is Lisa Colon email address?

Lisa Colon's primary email address is ******@meetgirard.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lisa Colon work for?

Lisa Colon is a Executive Vice President, Chief Operating Officer at Girard, a Univest Wealth Division.

Where Lisa Colon graduated from?

Lisa Colon holds a degree in Finance from Drexel University.

How can I directly contact Lisa Colon?

To contact Lisa Colon directly, you can use the email address ******@meetgirard.com. Complete contact information is available upon registration with Muraena.

Who is Lisa Colon?

Lisa Colon is an accomplished executive with extensive experience in the financial services industry, specializing in compliance, operations, and finance leadership. Currently serving as the Executive Vice President and Chief Operating Officer at Girard, she has a proven track record of fostering effective team environments in both large and small organizations. Her career spans over three decades, during which she has held senior roles at notable firms such as BlackRock and PNC Financial Services. Lisa's entrepreneurial spirit drives her to innovate and optimize processes within her teams. She is known for her ability to interpret complex regulations and lead teams through compliance challenges. Lisa holds a Master's degree in Finance from Drexel University and a Bachelor's in Finance/Accounting from Penn State University. Her leadership style emphasizes collaboration and strategic thinking to achieve organizational goals.

Lisa`s contact details

mail

******@meetgirard.com

****@abacuswealth.com

Colleagues

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Ryan Krapf

Vice President, Client Service Manager at Girard, a Univest Wealth Division

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Ryan Roy

SVP, Manager of Wealth Services

Fred Older Cpa

Senior Municipal Pension Consultant, Vice President

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Rich Seidel

Chairman

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Kim Ressler

Wealth Trust Advisor, Vice President

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Lauren Darkes

Vice President, Senior Marketing Manager

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Nathan Rosenberg

Vice President, Director of Investment Research

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Chris Powers

Managing Director Of Relationship Management Svp

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David Devita Cfa Cfp Cepa Cipm

Vice President, Wealth Advisor

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David Geibel

President

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