Lisa Kitchin, CFP®
Lisa Kitchin is a Private Advisor and Managing Director at NPKD Wealth Partners within the Rockefeller Global Family Office. Lisa serves a diverse group of clients to identify their financial goals, create a plan, and implement a customized investment strategy. Prior to joining Rockefeller, Lisa was a Wealth Manager at First Republic Investment Management. At First Republic, she had a contributing role in Technology and Real Estate sector research and was also instrumental in spearheading the firm’s Sustainable and Responsible Investment platform. Her areas of expertise include growth-oriented strategies, portfolio income generation, and values-based investing. Additionally, Lisa previously conducted research at Progressive Asset Management, a socially responsible investment advisory firm.
Lisa is a CERTIFIED FINANCIAL PLANNER™ professional.
Lisa is a graduate of the University of California, Berkeley where she received a bachelor’s degree in Political Economy of Industrial Societies.
Industry Accolades:
Top Next-Gen Wealth Advisors
Forbes, 2019-2021
Top Women Wealth Advisors
Forbes, 2019-2020
Best-In-State Wealth Advisors
Forbes, 2019 – 2022
America’s Top Wealth Management Team High Net Worth
Forbes, 2022
Best-in-State Wealth Management Teams
Forbes, 2023
The Forbes “Top Next-Gen Wealth Advisors” rankings discussed above were designated between 2019-2021 and last for a period of one year until new rankings are released.
The Forbes “Top Women Wealth Advisors” rankings discussed above were designated between 2019-2020 and last for a period of one year until new rankings are released.
The Forbes “Best-in-State Wealth Advisors” rankings discussed above were designated between 2019-2022 and last for a period of one year until new rankings are released.
The Forbes “America’s Top Wealth Management Team High Net Worth” rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.
The Forbes “Best-in-State Wealth Management Teams” rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.