Lisa Zard, CAIA, Chapter Executive

Private Wealth Advisor Consultant, Nuveen
Lisa Zard

Lisa is a Private Wealth Advisor Consultant with over a decade’s experience in the field. Lisa partners with elite wealth advisors and institutions to build high impact portfolios designed to meet tailored investor objectives. Lisa brings deep expertise in traditional and alternative investments including public, private and ESG focused solutions. Portfolio construction, risk analysis, and strategy implementation are core to Lisa’s skill set. Lisa’s background and longstanding partnerships provide a strong foundation for delivering truly diversified and durable portfolios.

Prior to joining Nuveen, Lisa served in similar consulting roles at J O Hambro Capital Management, Vivaldi Asset Managment, Altegris and more. She also worked in investor relations and business development at GrizzlyRock, a hedge fund based in Chicago.

Lisa graduated with a B.S. in Biology with a Minor in Art from San Diego State and is a Chartered Alternative Investment Analyst (CAIA®).