Lisa Paul

Client Service Associate

How I Arrived at Ritholtz

“I worked for a Nashville law firm for 30 years as their office and account manager. When the firm dissolved their partnership, I found myself needing to reinvent myself. I had the opportunity to learn and grow in the investment management field and found that I really enjoy this kind of work especially working with clients to help fulfill their needs and concerns.”

Favorite Part Of The Job

“I enjoy feeling like I have used my abilities and talents to help clients accomplish their goals as well as supporting my fellow employees.”

When I'm Not Working

“My husband and I have been married for 40 years. We have one son, Shaun, who is married to Olivia. We also have two grandsons, Elliott and August. We live on my family’s 200-acre farm. I enjoy working in my yard, quilting, knitting, reading and playing Mah Jongg. It’s a fun and interesting game that is somewhat competitive. My yard is my sanctuary. I love watching the birds and wildlife. If you give me a chance to travel anywhere, I am ready to go at a moment’s notice.”

Industry Experience

6 Years

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
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Adam Gock
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Sean Russo
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John Grayson
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Susan Gray
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Ben Carlson, CFA®
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Jay Tini
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Ross Cohen, CFP®
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Patricia Hatzfeld
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Matt Cerminaro
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Nick Friedman, CFP®
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William Sweet, CFP®
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Benjamin Coulthard, CFP®
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Catalina Castillo
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Jalen Randolph, CFP®
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Jonathan Novy
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Callie Cox
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Tony Isola, CFP®
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Nick Sapienza, CFP®
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Daniel Baxter
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