Lisa Monello

Client Relationship Specialist

Lisa is a Client Relationship Specialist and supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support and relationship management to ensure a best-in-class client experience.  She is also responsible for supporting strategic internal projects.

Lisa is dedicated to building meaningful relationships with clients and providing the highest level of service.  Prior to her role at Ascentis, she served as an Executive Administrator at Veracity Capital and served as a Client Service Associate at Ayco, Goldman Sachs where she worked with high-net-worth families and executives of large companies.