Lisa Tarshis

Senior Client Associate, Associate Vice President

Lisa is a Senior Client Associate, Associate Vice President at Rockefeller Capital Management.  Prior to joining Rockefeller, Lisa was a Registered Senior Client Associate at Merrill Lynch Wealth Management for 28 years.  Her focus and passion throughout her career has been to provide truly outstanding client service.  As a Client Relationship Manager, Lisa handles day to day client service requests from money movement, new account opening, asset/account transfers, online assistance and much more.

Lisa is a Florida Atlantic University graduate with a BS Degree in Business, majoring in Finance. She is fully licensed and holds the Series 7 & 66 FINRA Registrations.  Lisa resides in Boynton Beach, FL and enjoys yoga, Broadway musicals and sports of all kinds.